This UI update brings better color contrast, easier navigation, and faster access to important tools like tags, opportunities, and engagement scores.
Workflow Efficiency
5 Articles
While Google Sheets offers a rudimentary digital space for client information, Agent CRM transforms this into a digital powerhouse.
Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Original Question: Amy Pulver asked us:“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.” Answer: Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence…
Original Question: Larry Gatz asked us:“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.” Answer: Yes, you…