Agent CRM workflows let you trigger targeted email/SMS campaigns fast—either by tag or drip automation—so you can “cast a net” and uncover wins in your list.
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4 Articles
Not sure why a contact got a text? Workflow tracking shows exactly what automations they’re enrolled in, where messages come from, and how to fix it.
Health Meets Wealth Insurance asked us, “What’s the difference between tags and smart lists? I’m trying to import client lists. Should I tag them as the type of client they are or smartlist them or both?” “It is highly advisable to tag your contact list…
Mike Mahurin Asked: “I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?” The Answer:…