Course curriculum

  • 1

    Welcome to Agent CRM

    • Welcome From Alex

    • BONUS : Get 1-1 Setup Help

    • Menu Tour

    • Support Widget

    • Activator
  • 2

    Phase 1: System Setup

    • Importing Branning Bundle Assets

    • Account Customizer

    • Business Information

    • Review and Modify Billing Information

    • Integrations (Facebook, Instagram, GMB)

    • Profile Settings

    • Importing Contacts

    • Calendar Setup

    • Phone Setup

    • Website Setup

    • Activate Texting (A2P Registration)

    • Adding A Dedicated Domain for Your Email

    • Review Nurturing Campaigns

    • Essential Branning Bundle Setup
  • 3

    Phase 2: Launch & Daily Use

    • Overview

    • Making Phone Calls

    • Using SmartLists for Sorting Contacts

    • Launching Targeted Campaigns

    • Capture Key Data with Custom Fields

    • Use Pipelines to Track Leads

    • Use Dispositions to Track Leads

    • Automations

    • Emails

    • ACA Compliance: 3.2 🔴 ACA - Marketplace Access Consent
  • 4

    Bonus Setup

    • Modify Automated Cross Sells (Cross Sell Vault)
  • 5

    Contacts

    • Introduction

    • Import Contacts (Example CSV File Included)

    • Filter Contacts & Create Smart Lists

    • Row Of Buttons

    • Conversations

    • SMS/Email Templates

    • Split First/Last Name In Excel
  • 6

    Opportunities Pipelines

    • Create a Pipeline

    • Add Contacts To Pipeline
  • 7

    Phone System

    • Set Up a Power Dialer

    • Power Dialer Options/Customization

    • Places to Dial

    • Hot Transfer

    • Inbound calling on Agent CRM Web App

    • How to Add an Opt-In Checkbox to Your Forms and Calendars

    • NEW: A2P Training Updates (May 2024)
  • 8

    Calendar

    • Types of calendars in Agent-CRM and their features

    • Create a Round Robin Calendar

    • Setting up availability in calendar

    • Integrating Google, Outlook, and iCloud Calendars
  • 9

    SMS and Email Marketing

    • Where to Create SMS and Email Templates

    • Customizing an Email Template

    • Creating Email Template from Scratch

    • Creating SMS and Email Campaign from Scratch

    • Trigger Links

    • Calculate How Many Segments Your Text Message Is
  • 10

    Automations

    • Introduction to Workflows

    • Workflows Page Overview

    • Creating a New Workflow

    • Using the Wait Condition / Time Delay + More

    • Conditions: If / Statements

  • 11

    Forms & Surveys

    • Introduction

    • Building Your Own Form

    • Building Your Own Survey

    • How to Use Signature Custom Field in Forms and Surveys
  • 12

    Funnels

    • Overview

    • Add A Domain

    • Importing ClickFunnels Funnel Into Agent CRM

    • URL Redirect

    • Live Editing Demo With Chris
  • 13

    Settings

    • Company

    • Team Management

    • Custom Values

    • Facebook Integration/Lead Form Mapping

    • How to Add Custom Fields
  • 14

    Click & Play

    • Chat Widget Workflow

    • Text-In Workflow

    • Linktree funnel
  • 15

    Zapier App

    • Start Here

    • Pull Lead From Agent CRM To Zapier Using Webhooks

    • Add Contacts To Agent CRM From Zapier

    • Giveaway Leads To Google Sheet
  • 16

    Membership Area (Creating Online Courses)

    • Agent CRM Membership Area Overview

    • Create Products (Courses)

    • Create Course Offers (Pricing & Bundles)

    • How To Build A Funnel To Sell Your Course

    • New Membership Trigger
  • 17

    Bonus:Agent CRM Upgrades

    • Additional Plug-Ins and Integrations
  • 18

    Become an Affiliate

    • Become an Agent CRM Affiliate : Join. Share. Earn.