Original Question: Noah White asked us: “Hey guys, so I have an automated text that goes to my leads when they book an appointment. For some reason, the text it sends them confirming the time of the appointment is a different time than what is…
Productivity Tools
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Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Maria Fowler Graft asked us: “Is there a way to have more than one user on the CRM?” Answer: Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently. If…
Original Question: Sandra Quinn-Bailey asked us: “How do I remove or close notifications that I’ve already handled?” Answer: If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop…
Naeem Johnson Jr. Asked: “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the CRM? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” The Answer…
Brian McIntosh Asked: “I created my funnels and added the domains. Now my website URL goes directly to the opt-in page for my funnel. How do I undo that?” The Solution If your website URL is automatically redirecting to your opt-in page, it’s likely because…
Becky Chopek Wilson Asked: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…