Agent CRM Training
Learn how to use our brand new software, "Agent CRM"
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Welcome From Alex
New Agent CRM Side Bar
New Support Features in Agent CRM
Introduction
Create Your Campaign
Email Builder
Add Contacts To Campaign
Campaign Stats & Tracking
Hot Transfer
Trigger Links
Calculate How Many Segments Your Text Message Is
Set Up a Power Dialer
Introduction
Building Your Own Form
Building Your Own Survey
Introduction
Example CSV File
Import Contacts
Filter Contacts & Create Smart Lists
Row Of Buttons
Conversations
SMS/Email Templates
Split First/Last Name In Excel
Introductions to Workflows
Creating a New Workflow
Using the Wait Condition / Time Delay + More
Conditions: If / Statements
Introduction: Unassigned vs Team Calendars
Calendar Integrations
Create Unassigned Calendar
Create a Team Calendar
Create a Pipeline
Add Contacts To Pipeline
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Pull Lead From Agent CRM To Zapier Using Webhooks
Add Contacts To Agent CRM From Zapier
Giveaway Leads To Google Sheet
Connect Agent CRM With Mailbox Power
Facebook Lead Ad To Agent CRM (Do this if you have multiple pages)
Overview
Add A Domain
Importing ClickFunnels Funnel Into Agent CRM
URL Redirect
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
Company
Team Management
Custom Values
Facebook Integration/Lead Form Mapping
Request Using The Left-Hand Menu Button
Snapshots Imported: Watch This To See What You Received
Click & Play: Funnels - Editing Live Demo With Chris
Click & Play: Workflows - Personalize & Launch
Calendar Funnel
Life Insurance Quote Request
Chat Widget Workflow
Text-In Workflow
Linktree funnel