Ivan Chapa asked us, “How do I get my Facebook leads to be sent directly to my CRM” ” If you’re getting your leads from a Facebook ad. You can connect your account inside Agent CRM by going to Settings > Integrations. Once it’s connected,…
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Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
Jon Jordan asked us, “How do you respond to an email response without creating a new email? When they email me back, I don’t get an actual email. I see they responded to the workflow email via email in the conversation but I can not…
Jay Carter II asked us, “Hi!! Is there a way replace Calendly with Agent CRM? Do I have a scheduler link?” “Yes, Agent CRM comes with it’s very own online booking system. You can replace Calendly! Go to Settings > Calendars and setup your calendars”
Ashley Piwowar asked us, “I am running Facebook ads in different markets, can I assign a phone number to a workflow?” “You can assign your phone numbers to a different user in order to use your desired phone number in a workflow. Go to Settings…
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
Agent CRM is a direct mailing automation tool specializing in offline and online marketing. There are many methods to use Agent CRM to enhance your direct mail strategy and boost sales, which will also expedite the process, save you more money, assist with lead nurturing,…
Agent CRM has helped thousands of clients generate, nurture, and convert leads. Agent CRM gives you the best-performing and highest-converting nurturing campaigns so that you can plug them into your business and earn the sales you deserve. The wealth of strategy and direction through Agent…
Your business needs complete control over the entire process of a customer journey — from when a potential consumer first interacts with you to when they make a purchase. Specific clients may be persuaded by external circumstances that have nothing to do with you which…
Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…