Original Question: Charles Atkinson asked:“Hello team, can you build a newsletter? Is there a video training?” Answer: Yes! Agent CRM includes an Email Builder that allows you to create and send newsletters effortlessly. Whether you want to send weekly updates, industry insights, or promotional content,…
Sales Automation
41 Articles
What Is a Hot Transfer Campaign? A Hot Transfer Campaign allows Agent CRM to immediately call you when a new lead comes in. Once you receive the call, you press any button on your phone to instantly connect with the lead—ensuring fast and efficient follow-up….
Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
Original Question: Wesley Raymond Ging asked:“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.” Answer: If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time….
Original Question: Jeremiah Nolen asked:“I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the info. Anyway I can have that info or maybe just the link to their form attach to…
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: TL Priester asked us: “I’m importing leads from my CSV file, but it’s only importing the first lead. Any suggestions?” Answer: If your CSV file is only importing the first lead into Agent CRM, there are a few key things to check to…
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…