AgentRoof CRM Settings
Manage Tags
Tags help organize leads and make it easier to perform bulk actions on groups of leads. What Are ...
Managing Stages in AgentRoof CRM
What Are Stages? Stages help organize leads based on their current position in the sales process....
Manage Source
Sources help identify where your leads originate from, such as website inquiries, direct imports,...
How to merge Leads Under Same Tag
Tag merging logic and constrains
Managing Signatures in AgentRoof CRM
What Are Signatures? Email signatures are predefined blocks of content that are automatically add...
Listing Settings
Will do later
Billing Portal
What is Billing Portal? The Billing Portal page will display your billing information, payment me...
How to Contact AgentRoof Support
AgentRoof Support can be contacted through multiple channels depending on your preference and the...