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! 😉”
setup
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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…
Josh Richards asked us, “I created my campaign for the power dialer. I have several phone numbers on my profile since I call several different states. If I am using my cell and calling from app how do I select the correct phone number to…
Johanna Cabrera asked us, “Good afternoon, How can i set up a zoom meeting on agent crm” “Here’s an article on how to properly integrate Zoom into your Agent CRM account. https://branninggroup.freshdesk.com/…/65000180491-zoom… It includes how to set up zoom links. Thanks!”
Daniel E, Griset asked us, “Is there a way to CC or BCC emails being sent from A/CRM?” “There’s not a way to CC/BCC emails that are sent from Agent CRM, but you can forward/BCC emails that are received through Agent CRM. You can do…
Brandy Murray asked us, “I have created triggers but can’t seem to get the re-schedule trigger figured out. Please help. Thank you. Brandy” “Here’s a video I previously made that should help you out: https://www.loom.com/share/5d492c60d44f4f3cbaa2db170b64baa9 As you’ll see in the video, you won’t need a…