Wesley Raymond Ging Asked: “Just joined Agent CRM here for the 14-day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6…
Workflow Tips
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Christopher Duncan Asked: “Does the power dialer know what time zone it is calling or does it have a feature to limit the time of day a call is made so people don’t get called during a certain time of day?” The Answer: No, the…
Travis Lane Asked: “Along with my giveaway funnel, I’d like to have a separate funnel for direct targeting. Anyone have experience with health insurance and what target audience brings in a number of good leads?” The Answer: Creating a direct targeting funnel for health insurance…
Five Star Benefit Solutions Asked: “One of the ‘7 tools in one’ is a Power Dialer. I think I misunderstood what it actually is capable of doing. It is capable of automatically calling a list of leads one after the other, correct? However, you have…
Danny Ray asked: “Can someone tell me the HTTP URL to post an API to the CRM? It’s for Quoters from SEO websites and long-form Facebook ads.” Here’s the response and expanded details to clarify Agent CRM’s integration capabilities. Direct Integration with Facebook Lead Ads…
Samuel Fuenzalida asked: “When a prospect replies to auto text messages with a ‘Stop,’ will Agent CRM recognize that and stop sending text messages? Will they still receive emails if they do not unsubscribe within the body of the email? Thanks!” Here’s the detailed response…
Travis Lane asked: “Anyone on here doing giveaways using specific targeting demographics? The way I have mine set up for health insurance is anyone 27–64 in the whole state of Virginia. Should I narrow down the demographics, and if so, to what?” Here’s the detailed…
