Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Workflow Automation
86 Articles
David Facer Asked: “Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?” The Answer Yes! You can set up a drip email campaign…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…
Chris Egbedi Asked: “Is there anything for mortgage protection?” The Answer Yes! Agent CRM offers a comprehensive Mortgage Protection content package that you can have added to your account at no additional cost. Here’s how to get it: How to Request the Mortgage Protection Content…
Jacqueline Famluv Asked: “What features in Agent CRM replace Constant Contact?” The Answer Agent CRM offers a wide range of features that not only replace Constant Contact but go above and beyond its capabilities. Here’s how Agent CRM can serve as a powerful alternative to…
Glenn V. Castillo Asked: “Kindly advise…how do I do the drawing for my Giveaway card? This is my first time, so please excuse my silly question. Thank you.” The Answer It’s not a silly question at all—giveaways are a powerful tool for generating leads and…
Demarcus Vaughn Asked: *”Hey! Two Questions: Is it possible to use a Bluetooth device when making calls? (Wireless headphones) Is it possible to have your script up while making calls in the CRM? I have a smaller screen, so it’s harder to do side by…
Life N Health 365 Asked: “Has the auto dialer changed? A dial pad pops up, isn’t the auto-dialing system supposed to start dialing when the phone icon is clicked?” The Answer To use the Auto Dialer in Agent CRM effectively, follow these steps: Step-by-Step Guide…