AVZ Benefit Solutions asked us, “How does the Custom Field “File Upload” work? Can the contact and/or user upload a file? How can it be used with mail templates?” “I just created a loom video for you explaining this in detail: https://www.loom.com/share/6e00339bc2ab43ec9791dd0d7404276d Thanks”
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Severe RPMS Claims Inspectors & Adjusters asked us, “So I have a question? So I want to be able to market a online training course that consist of videos. I need to be able to add widgets to my website shopping cart and when purchased…
Rest Assured Life Solutions asked us, “Hello, I am having an issue with uploading my contacts. I have saved them as a csv file but there is still nothing showing. Just wanted to cry one last plea for help before manually entering them into the…
Deborah Lynne Pope asked us, “HELP! Can someone do a loom video and show me how to set up my Contact to be able to upload csv file?” “Posting this loom video from Lillie that is very helpful in uploading your contacts: https://www.loom.com/share/bf75bc7643e3445bacfdbc01c8ccaf90”
Traudney Byerly asked us, “How can I record and upload voice-mail in Agent CRM? TYIA.” ” I made a video for you: https://www.loom.com/share/eb5b9631655b4ca785c32149c4cd7e5a”
Thomas Ricapito asked us, “Is there a way to upload pdf files (or any kind) into the CRM so that they can be hosted there and referenced with links to clients in an email?” “Great question! You can. ? First, you’ll need to go to…
Steve Precht asked us, “Hi there. Just signed up for the trial and having a heck of a time getting my csv with contacts to upload properly. I’ve watched the videos and no luck. I’ve used other CRM’s and uploaded csv’s so it’s not entirely…
Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…