Charmagne Preston Asked: “Does Pack My Calendar cover Medicare info?” The Answer No, the Pack My Calendar course does not include specific Medicare information. Instead, this course focuses on teaching you how to: Set up a funnel Launch ads Attract prospects to watch your webinar…
Productivity Tools
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Jacqueline Famluv Asked: “Other than clicking on the next call button, how do you automatically move through calls? Is there a way to change that so once you have completed a call, it immediately dials the next number without the wait or clicking on ‘next…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Mohammad Azher Asked: “So, I have a VA who’s ready to run our FB ads campaign for all kinds of insurance. Alex Branning, where can we get ad images and copy? Please advise. (Note: we asked for help with final expense, and your team is…
While Agent CRM doesn’t currently offer a dedicated commissions tracking feature, you can utilize its existing tools to monitor sales and lead values within your team. Here’s how: Using Agent CRM for Commissions Tracking Assign Lead Values in Opportunities: Within the Opportunities section, assign a…
Integrating Agent CRM with Zoom enhances your scheduling and virtual meeting capabilities, allowing for seamless communication with clients. Step-by-Step Guide to Integrating Agent CRM with Zoom Access Your Profile Settings: Log in to your Agent CRM account. Click on Settings in the left-hand menu. Select…
If you have set up a voicemail message in Agent CRM to play whenever you have a missed call, but it is still playing the voicemail message from your personal phone, watch the video below to learn how to fix this.
If you’re unable to scroll down to view all the options on the lefthand side of your Agent CRM account, it’s likely a screen resolution or zoom issue. Adjusting your screen’s zoom level can resolve the problem quickly. Here’s how to do it. Step-by-Step Guide…