Tara Cruse asked us, “I have an issue with my survey submit button- how do I make it look better? I can’t find the options and I also made a new survey but it’s still there- I turned the progress bar off, but that bar…
Workflow Automation
86 Articles
Original Question: Dan Vader asked us:“Hey Guys, I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today it’s not functioning properly. I have a Trigger that sends me an SMS with…
Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
Original Question: Cecily Nicole Gaither asked us:“Is there a way to send a voicemail to people via a trigger?” Answer: Yes, you can! Agent CRM allows you to send ringless voicemail messages automatically using a trigger and a campaign. Here’s how to set it up…
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…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…