Are you a dedicated Medicare agent looking for ways to supercharge your business, make more sales, and reclaim precious time? Look no further – we’ve got the ultimate solution that could revolutionize your workflow and save you so much time. Say hello to Agent CRM,…
pipelines
7 Articles
Dan X Nguyen asked us, “Hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
In this video, Ryan explains how to automatically add leads to your pipeline using triggers.
Pipelines are a powerful tool in Agent CRM, helping you visualize and manage your sales process while keeping leads organized. By breaking down your lead journey into clear stages, pipelines ensure you know exactly where each lead is in your funnel and what actions are…
In this video, Ryan describes the purpose of pipelines and how to use them to keep your leads organized.
Agent CRM is more than just a client management tool; it’s an all-in-one platform designed to simplify, streamline, and enhance your business operations. This final overview highlights some of the most powerful features in Agent CRM, including Pipelines/Opportunities, Form Builder, Calendar, Power Dialer, Funnels, and…