Thomas Graybeal Asked: “The leads coming in are overwhelming my business email. I created a special email for the leads to come into now. But I can’t figure out how to change the email in Agent CRM that my leads are sent to. Any help…
Workflow Tips
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…
Kevin Lyles Asked: “Is there a calendar scheduling link I can send out to prospective clients, or do I have to create a landing page with my calendar form?” The Answer: You can do either! Agent CRM gives you the flexibility to send a direct…
Rozalyn Fisher Asked: “Is there a way to share funnels with other Agent CRM users that are not in your agency or account?” The Answer: Yes, you can share funnels with other Agent CRM users outside your agency or account. However, this requires a manual…
Derek Brown Asked: “Hi guys! I was asked to post this question in here so that you can create a video for me (US). Please create a tutorial to show me how to connect my WordPress Gravity Forms, via Zapier, to Agent CRM contact. Thanks!”…
Christopher Duncan Asked: “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” The Answer: You can easily block off specific time slots on your Agent CRM calendar without modifying…
Maurice Walker Asked: “Is there a way to have my calendar available for only two weeks at a time vs. the whole month? I prefer people not to book out so far in advance.” The Answer: Yes, you can adjust your calendar settings in Agent…
David Day Asked: “Are we able to change the email we used to sign up with originally?” The Answer: Yes, you can change the email address associated with your Agent CRM account! Here’s how you can update it quickly and securely. How to Update Your…