Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…
Workflow Optimization
30 Articles
Original Question: Wesley Raymond Ging asked:“Can I take phone calls on the app from Agent CRM on my cell phone?” Answer: You can make calls from the Agent CRM app on your phone, but you cannot receive incoming calls directly in the app. However, you…
Original Question: Larry Gatz asked us:“Is there a way to import an HTML email as a template? I have exported them from Mailchimp.” Answer: Yes! Agent CRM allows you to import HTML emails and use them as templates for your campaigns. If you’ve exported your…
Jeremiah Nolen Asked: “Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.” The Answer Upgrading to a Team Account in Agent CRM gives you expanded features, including: ✅ 3 Phone Numbers for your…
Ryan explains how to add your leads from a giveaway funnel to your google sheet in this 3-part series.
Ryan explains how to add your leads from a giveaway funnel to your google sheet in this 3-part series.