Alex Hale Asked: “I’m having a hard time importing contacts into a power dialer campaign. I did a bulk import but it is taking hours to load the contacts and still hasn’t allowed me to initiate the campaign. Any help would be greatly appreciated?” The…
Workflow Automation
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Rick Lopez Asked: “Can I add/manage users in CRM? I’m looking to give one of my agents access.” The Answer Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started: Step-by-Step…
Jacqueline Famluv Asked: “Other than clicking on the next call button, how do you automatically move through calls? Is there a way to change that so once you have completed a call, it immediately dials the next number without the wait or clicking on ‘next…
Tom May Asked: “How do I bulk remove leads from a campaign?” The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead…
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…
Wes Obana Asked: “Where do I find the appointment confirmation email in the CRM?” The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: Step-by-Step Guide Go to the Marketing Tab: Navigate to Marketing from the left-hand menu. Open…
Greg Crawford Asked: “Does Agent CRM integrate with Zapier?” The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to automate workflows and streamline your processes. How It Works Zapier Integration Basics: With Zapier, you…
Hunter Family Insurance Asked: “Alright, so how do you go about using the Autodialer? Can it only do voicemail drops?” The Answer: The Autodialer in Agent CRM is a progressive dialer that calls one number at a time. While it allows you to leave voicemails…