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4 Articles
Agent CRM Team
1 Min Read

Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…

Agent CRM Team
1 Min Read

A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?”   ” If you’ll be adding your leads to the…

Agent CRM Team
1 Min Read

Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the workflow to send directions and reminders based on appointment date.” “Hi! Yes, there’s a way…