Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
Workflow Optimization
30 Articles
Original Question: Wesley Raymond Ging asked:“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.” Answer: If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time….
Original Question: Charles Atkinson asked:“Will Agent CRM add a reputation builder?” Answer: Yes! Agent CRM already includes a built-in Reputation feature that allows you to request and manage reviews. You can access it by navigating to:📌 Settings > Reputation What Can You Do with Agent…
Original Question: Luis Cuevas asked:“For texting from Agent CRM, how long is one segment again?” Answer: In Agent CRM, a single SMS segment typically contains 120–160 characters, depending on the encoding used. However, some factors can reduce the number of characters per segment, such as:…
Original Question: Wesley Raymond Ging asked:“I have Agent CRM forward calls to my cell. I want to know they are coming from Agent CRM when my cell rings. Currently, it shows the number of the person calling. Is this possible?Also, I want the caller ID…
Original Question: Junior Lachtman asked:“Am I able to send bulk text messages? If so, how?” Answer: Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage…
Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…
Original Question: Dan Garbarz asked:“Hello, I created a new form, campaign, and funnel for an insurance campaign. I removed the ‘last name’ field on the form as an experiment. When a new contact is submitted (testing), I am seeing strange behavior, like two contacts being…