Managing your client database efficiently begins with an effective lead importing process. In a recent session, Alex Branning and Will Winter discussed the best practices for importing leads into Agent CRM, focusing on ensuring clean data and effective lead nurturing. This guide will walk you…
smart lists
16 Articles
Original Question: Dan Garbarz asked:“Hello, I created a new form, campaign, and funnel for an insurance campaign. I removed the ‘last name’ field on the form as an experiment. When a new contact is submitted (testing), I am seeing strange behavior, like two contacts being…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Becky Chopek Wilson Asked: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
David Facer Asked: “Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?” The Answer Yes! You can set up a drip email campaign…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…