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phone number

8 Articles
BGadmin
1 Min Read

Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?”   “If you want any of the automation to work, you’ll have to…

BGadmin
1 Min Read

Phil Reames asked us, “when I make calls using the Agent CRM number there is a recoding that they hear that says this call may be recorded, etc. Is there any way to get rid of that message?” “You can go to Settings>>Phone Number>>Click the…

BGadmin
1 Min Read

Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it…

Agent CRM Support
1 Min Read

Anh Tran asked us, “Questions: for sms texting workflow to work, on our sales funnel, should we enter our agent crm phone number on twilio to create that workflow or should we just used our business phone number?” “Correct, you should enter your AgentCRM phone…