Miguel Angel Quezada Santana asked us, “Good Afternoon!! I need intructions step by step to transfer a few domain from namecheap and assigned to agent crm!! the info on agent crm dont seen to work!! Thanks what are the Custon DNS name servers?” “Agent CRM…
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Theresa Simpson Key asked us, “Does the phone system record calls? If not is there a work around you’d suggest I use?” “Yes, your calls could be recorded! To enable it, go to Settings > Phone Number > edit (pencil icon) your Agent CRM number…
Andrew Poeng asked us, “Is it possible to add multiple phone numbers to contacts? I.E. Home phone and Cell Phone?” “Yes, that’s possible. You just need to add a custom field (Settings > Custom Fields). Let me know if that works for you! 😉”
Sandra Quinn-Bailey asked us, “Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you” “Yes you can connect your outlook calendar now :)” “Go to Settings >> Profile and scroll down. You’ll…
Titus Lennon Jr asked us, “Hi, so it’s been a while since I signed up for Agent CRM. So I’m a bit confused. Why is there a $10 reoccurring charge on my account? I understand to use Agent CRM. What’s the $10 charge? What else…
Shonda Observed Johnson asked us, “I need assistance with setting up the system. To import leads and set up automation for email/text/ringlessvoicemail” “Hi! Have you watched the training videos for Agent CRM? If not, here’s the link so you can check it: https://www.branninglibrary.com/courses/agent-crm-training You can…
Franco Stella asked us, “How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar on 5/18 at 6pm at Jims Restaurant and another on 5/20 at 12pm and I…
Manuel Richard Mancha Sr. asked us, “Hello, Thanks for the add. Excited to be in this group. Had a quick question. I used Phoneburner in the past. Does our phone dailer have a number we call. Or is everything used on the computer? I am…