Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
Productivity Tools
70 Articles
Original Question: Cecily Nicole Gaither asked us:“Is there a way to send a voicemail to people via a trigger?” Answer: Yes, you can! Agent CRM allows you to send ringless voicemail messages automatically using a trigger and a campaign. Here’s how to set it up…
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…
Original Question: Larry Gatz asked us:“OK—so a question… if I’m on the phone with a client and want to book them an appointment, what’s the best way to do it? Through my own calendar page? On their Contact Card? Does it matter?” Answer: You have…
Original Question: Howard Ong asked us: “Is there any way to triple dial in a row the same lead on a dialer session?” Answer: Yes, Agent CRM’s Power Dialer allows you to call the same lead up to three times in a row before leaving…