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24 Articles
BGadmin
1 Min Read

Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?”   “If you want any of the automation to work, you’ll have to…

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BGadmin
2 Min Read

Agent CRM has helped thousands of clients generate, nurture, and convert leads. Agent CRM gives you the best-performing and highest-converting nurturing campaigns so that you can plug them into your business and earn the sales you deserve. The wealth of strategy and direction through Agent…

BGadmin
1 Min Read

David Quiett asked us, “I tried replying to a follow up email but I have a question. I have set up a workflow for a text/email campaign. 1) Are the texts automatically set up for a “stop” request? 2) I thought I had paid to…

BGadmin
1 Min Read

Matthew Grice asked us, “How can I schedule texts to 100+ leads a day with individual photos attached (direct mail leads), and from different numbers for different states? Every text only comes and goes from my default number, I’d like to text from numbers local…

BGadmin
1 Min Read

Jon Jordan asked us, “I am having trouble finding the email notification settings. I receive email notifications when I receive text messages but don’t want to receive email notifications. Where in the settings do I turn that off?” “Thanks for providing that information! We have…

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BGadmin
4 Min Read

Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…