Ilegena Anajiuq Abocaj asked us, “Is the text/ email in the workflow/campaign automatically get send to your leads once you publish your campaign/workflow or you have to hit a button like “Let’s Start “?” “Hey! If you did not add any “Wait” action in your…
workflow
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Nick Acosta asked us, “I’m a bit confused on what videos to watch. I have access to Cole X Dates, and want to do an email drip campaign to cold leads, but I’m confused on to I use email marketing, or work flows? What’s the…
Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…
Chris Kundrock asked us, “Alright, I have a birthday campaign running but I want to limit it to my people who are my clients. I tag my clients with life client, so in the workflow, can I just add that as a trigger?” “Just add…
Brandy Murray asked us, “Does anyone know how to update opportunity card info ?” “Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?” Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so…
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…