What Is a Hot Transfer Campaign? A Hot Transfer Campaign allows Agent CRM to immediately call you when a new lead comes in. Once you receive the call, you press any button on your phone to instantly connect with the lead—ensuring fast and efficient follow-up….
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Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
Original Question: Wesley Raymond Ging asked:“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.” Answer: If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time….
Original Question: Charles Atkinson asked:“Will Agent CRM add a reputation builder?” Answer: Yes! Agent CRM already includes a built-in Reputation feature that allows you to request and manage reviews. You can access it by navigating to:📌 Settings > Reputation What Can You Do with Agent…
Original Question: Luis Cuevas asked:“For texting from Agent CRM, how long is one segment again?” Answer: In Agent CRM, a single SMS segment typically contains 120–160 characters, depending on the encoding used. However, some factors can reduce the number of characters per segment, such as:…
Original Question: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…
Original Question: Jeremiah Nolen asked:“I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the info. Anyway I can have that info or maybe just the link to their form attach to…
Original Question: Wesley Raymond Ging asked:“I have Agent CRM forward calls to my cell. I want to know they are coming from Agent CRM when my cell rings. Currently, it shows the number of the person calling. Is this possible?Also, I want the caller ID…