fbpx

Press ESC to close

template

10 Articles
BGadmin
1 Min Read

Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…

0 150
4
BGadmin
4 Min Read

Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing.  With these tools, businesses can…

Agent CRM Support
1 Min Read

Raymond Truong asked us, “How to attach email signature in agent crm email or email template.” “Here’s a video I made to guide you in setting up your signature inside agent CRM: https://www.loom.com/share/6a1356772ff44a2a8b08fcc0cadfc3eb   If you are using the new sidebar this video is for…

Agent CRM Support
1 Min Read

Mike Mahurin asked us, “I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created…