Agent CRM Training
Your step-by-step guide for how to use the powerful tools in Agent CRM
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Welcome From Alex
BONUS : Get 1-1 Expert Help
Support Widget
Inbound calling on Agent-CRM Web App
Menu Tour
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
Purchase and Register a Toll Free Number for Quick SMS Access
Set Up a Power Dialer
Power Dialer Options/Customization
Places to Dial
Hot Transfer
How to Add an Opt-In Checkbox to Your Forms and Calendars
A2P Phone Registration for EIN Businesses
A2P Phone Registration for Sole Prop Businesses (without an EIN)
A2P Troubleshooting and Reputation
Types of calendars in Agent-CRM and their features
Group in Calendars and sharing options
Setting up availability in calendar
Introduction
Create Your Campaign
Email Builder
Add Contacts To Campaign
Campaign Stats & Tracking
Trigger Links
Calculate How Many Segments Your Text Message Is
Adding A Dedicated Domain for Your Email
Introductions to Workflows
Creating a New Workflow
Using the Wait Condition / Time Delay + More
Conditions: If / Statements
Introduction
Building Your Own Form
Building Your Own Survey
How to Use Signature Custom Field in Forms and Surveys
Create a Pipeline
Add Contacts To Pipeline
Overview
Add A Domain
Importing ClickFunnels Funnel Into Agent CRM
URL Redirect
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
Click & Play: ACA Snapshot Set-Up
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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
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
Submit A Support Ticket
Additional Plug-Ins and Integrations
Become an Agent CRM Affiliate : Join. Share. Earn.