Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…
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Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…
Rozalyn Fisher asked us, “Is there away to share funnels with other agent crm users that are not in your agency or account?” “Yes but you’ll have to tell us what funnel(s) to share and who to share it with If you’re going to be…