Eva Jean asked us, “Can you 3 way call from the dealer?” “Yes! When calling from the dialer, you can use the Warm Transfer option to do a 3-way call! For more info, you can click the Help Library from your Agent CRM, it is…
transfer
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E-Advise Insurance asked us, “Can the Dialer be integrated and used with my existing VOIP service? I use Skyetel VOIP for my numbers currently. Is it possible or would I need to transfer my numbers” “I’m not familiar with Skyetel but you most probably need…
Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…