Creating a campaign in Agent CRM is a powerful way to engage leads and clients, sending personalized emails or text messages to nurture relationships or drive actions. With the platform’s latest updates, adding contacts to campaigns has never been easier. This guide will walk you…
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In this video, Ryan explains how you can assign users to new leads in your account using round robin or a single method.
Have you ever opened an email sent through Agent CRM in Outlook and noticed that the images are missing, replaced by a red X or an empty placeholder? Don’t worry—this is a common issue and is typically related to Outlook’s default settings, which block images…
In this video, Ryan shows you how to integrate your Facebook page with your Agent CRM account.
When a lead receives a call or SMS from your campaign and decides to call back the number on their caller ID, understanding how the callback is routed is critical. Agent CRM uses a layered routing system to determine where these calls go based on…
Common Issues and Fixes: Check the Email/SMS Content for Formatting Errors Ensure there are no missing } or overuse of triple curly brackets {{{ }}} in your message templates. Incorrect formatting of placeholders can break the email logic, causing the trigger to fail. Fix: Review…
In this video, we show you how to split a single cell containing the FIRST name and LAST name into two separate cells within Excel.
In this video, Ryan goes over how to record your phone calls within Agent CRM.