Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
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4 Articles
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…
Original Question: Howard Ong asked us: “Is there any way to triple dial in a row the same lead on a dialer session?” Answer: Yes, Agent CRM’s Power Dialer allows you to call the same lead up to three times in a row before leaving…
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…