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
NEW: Account Customizer
NEW: Menu Updates
Menu Tour
Support Widget
Business Information
Profile Settings
Social Media Integrations (Facebook, Instagram, GMB)
Phone Registration STEP 1 - Compliant Funnel Setup
Phone Registration STEP 2A : Local Numbers: EIN Registered Businesses
Phone Registration STEP 2B : Local Numbers: Sole Prop Businesses (without an EIN)
Phone Registration STEP 2C : Toll Free Numbers
Adding A Dedicated Domain for Your Email
Import Your Branning Bundle - Pre-Made Templates
Overview
Customizer Tutorial
Calendar
Emails
Website (Funnel)
Pipelines (Opportunities)
Automations
ACA Compliance: 3.2 🔴 ACA - Marketplace Access Consent
Launching Your First Campaign
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
Create a Pipeline
Add Contacts To Pipeline
Phone Registration
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)
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
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
Introduction to Workflows
Workflows Page Overview
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
Overview
Add A Domain
Importing ClickFunnels Funnel Into Agent CRM
URL Redirect
Company
Team Management
Custom Values
Facebook Integration/Lead Form Mapping
How to Add Custom Fields
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.