How to operate your Active Agent system

Pipelines, Stages & Deals

The three main parts of our CRM are pipelines, stages, and deals. Let’s define them all.

How To Add A New Client

Advice on how to manually input deals and amending automated deals.

Booking Appointments

Booking appointments so they sync with your diary and continue the automation process.

Sending Proposal Offer Letter

How to use the CRM APP directly after an appointment and stay one step ahead.

Managing Tasks

How to create and view your deal tasks.

Sending Emails & Saved Responses

How to send and edit emails and saved responses to your clients.

Send a Campaign

Sending an individual tailored campaign direct from the contacts page.

Add Your Facebook Pixels

Sending an individual tailored campaign direct from the contacts page.

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