In this video, Ryan shows you how to get notified immediately when a hot lead comes in based on how a potential client answers an online survey form.
Workflow Automation
86 Articles
In this video, Ryan explains how you can assign users to new leads in your account using round robin or a single method.
Common Issues and Fixes: Check the Email/SMS Content for Formatting Errors Ensure there are no missing } or overuse of triple curly brackets {{{ }}} in your message templates. Incorrect formatting of placeholders can break the email logic, causing the trigger to fail. Fix: Review…
Agent CRM is more than just a client management tool; it’s an all-in-one platform designed to simplify, streamline, and enhance your business operations. This final overview highlights some of the most powerful features in Agent CRM, including Pipelines/Opportunities, Form Builder, Calendar, Power Dialer, Funnels, and…
Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it…
If you’ve ever wondered how all the features of Agent CRM come together to streamline your workflow, the answer lies in Triggers. These powerful, conditional statements are the connective tissue that ensures every component of your CRM works harmoniously. Think of triggers as the behind-the-scenes…