Learn how to create your VCF contact card, attach it to workflows, and send it automatically to new leads inside Agent CRM.
SMS automation
8 Articles
Tired of spam calls and texts cluttering your CRM with fake contacts and junk opportunities? The new Inbound DND feature lets you block unwanted inbound communication at the source, across both calls and SMS
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
Original Question: Dave Kinkade asked us: “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #.” Answer: Yes! If you operate in multiple states and…
