Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
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Phil Reames asked us, “when I make calls using the Agent CRM number there is a recoding that they hear that says this call may be recorded, etc. Is there any way to get rid of that message?” “You can go to Settings>>Phone Number>>Click the…
Pauline Cote Kalil asked us, “Hello! is there a way & if so, how do I cancel a “workflow”?” “Hi! not sure if I understood your question correctly. But, there are several ways to cancel a workflow. One is you can remove/stop a workflow from…
Ramon Ayers asked us, “My understanding is if you have a client on an email campaign and they respond to a message along the way, they can be removed from the campaign. I would like to set up a campaign where I receive a whisper…
April Starks asked us, “Does anyone know how to delete a contact while in the conversation section? There’s a delete option there but it seems to delete just that conversation, not the actual contact.” “If you want to delete the actual contact, you might want…
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…
Tom May Asked: “How do I bulk remove leads from a campaign?” The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead…
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…