Original Question: Ramon Ayers asked us: “Do you guys have an API?” Answer: Yes, Agent CRM does have an API! You can find your API key by following these steps: Go to Settings → Company Scroll down to the Company Data section Locate your Agent…
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50 Articles
Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…
Brian McIntosh Asked: “I created my funnels and added the domains. Now my website URL goes directly to the opt-in page for my funnel. How do I undo that?” The Solution If your website URL is automatically redirecting to your opt-in page, it’s likely because…
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…
Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…
Integrating Agent CRM with Zoom enhances your scheduling and virtual meeting capabilities, allowing for seamless communication with clients. Step-by-Step Guide to Integrating Agent CRM with Zoom Access Your Profile Settings: Log in to your Agent CRM account. Click on Settings in the left-hand menu. Select…
Carlos Martinez Asked: “I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.” The Answer: You’ll need to update your calendar’s availability settings to enable Saturday…