Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Sales Funnel
14 Articles
Original Question: Larry Gatz asked us:“Is there a way to import an HTML email as a template? I have exported them from Mailchimp.” Answer: Yes! Agent CRM allows you to import HTML emails and use them as templates for your campaigns. If you’ve exported your…
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…
Original Question: Doran Burnside asked us:“I have a funnel set up and a trigger that adds them to a pipeline. Is there a way to add them as a contact and not an opportunity? Just realized these leads are affecting my close rate and they…
Original Question: John Booker asked us: “Facebook is finally feeding leads to the Power Dialer thanks to outstanding help from Lillie. I would like to start by calling the newest leads first, but they are being added to the bottom of the Power Dialer list….
Original Question: John Booker asked us: “How do I upload Facebook Ads generated prior to integration?” Answer: If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how: Uploading Existing Ads to Facebook…