The Dayney Agency reached out with a great question: “Who do I contact if I need help getting into the Social Magnet platform?” Here’s the answer—and we’ll expand on it to ensure you know exactly how to resolve access issues and get started smoothly. Contacting…
Workflow Tips
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If you have set up a voicemail message in Agent CRM to play whenever you have a missed call, but it is still playing the voicemail message from your personal phone, watch the video below to learn how to fix this.
In this video, Ryan shows you how to edit the Life Insurance Funnel that is available for free in our Click & Play library. You can request it at http://clickandplay.live/
In this video, Ryan shows you how to edit the Referral Request Campaign from our Click & Play library. You can request it at http://clickandplay.live/
In this video, Ryan shows you how to edit the Checking In On Quote Campaign from our Click & Play library. You can request it at http://clickandplay.live/
In this video, Ryan shows you how to edit the Prospecting Referral Partners Campaign from our Click & Play library. You can request it at http://clickandplay.live/
Do you have old leads? Reach out to them and warm them up with our pre-built Resurrect Past Leads Campaign. In this video, Ryan shows you how to edit the campaign from our Click & Play library. You can request it at http://clickandplay.live/
This is a comprehensive training on how to edit your funnels within Agent CRM.