Course curriculum

  • 1

    Welcome to Agent CRM

    • Start Here

    • Welcome From Alex

    • BONUS : Get 1-1 Expert Help
  • 2

    Featured Videos (Updates)

    • NEW: Account Customizer
  • 3

    Onboarding Steps

    • 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

    • Next Steps and Quick Win Strategies
  • 4

    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
  • 5

    Opportunities Pipelines

    • Create a Pipeline

    • Add Contacts To Pipeline
  • 6

    Phone System

    • 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)
  • 7

    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
  • 8

    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
  • 9

    Automations

    • Introduction to Workflows

    • Workflows Page Overview

    • Creating a New Workflow

    • Using the Wait Condition / Time Delay + More

    • Conditions: If / Statements

  • 10

    Forms & Surveys

    • Introduction

    • Building Your Own Form

    • Building Your Own Survey

    • How to Use Signature Custom Field in Forms and Surveys
  • 11

    Funnels

    • Overview

    • Add A Domain

    • Importing ClickFunnels Funnel Into Agent CRM

    • URL Redirect

  • 12

    Settings

    • Company

    • Team Management

    • Custom Values

    • Facebook Integration/Lead Form Mapping

    • How to Add Custom Fields
  • 13

    Click & Play

    • 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
  • 14

    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
  • 15

    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
  • 16

    Support

    • Submit A Support Ticket
  • 17

    Bonus:Agent CRM Upgrades

    • Additional Plug-Ins and Integrations
  • 18

    Become an Affiliate

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