Luis Moreno, a seasoned agent with 22 years of experience, and Alex Branning talk about Agent CRM and how it’s revolutionizing the insurance industry
sales
4 Articles
Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
TL Priester Asked: “Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.” The Answer: To ensure your sales figures appear on your Agent CRM dashboard, you need…