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How to Contact AgentRoof Support
AgentRoof Support can be contacted through multiple channels depending on your preference and the...
Integrate Facebook Lead Ads
What is Facebook Lead Ads Integration? Facebook Lead Ads Integration allows you to connect your F...
Signature
Contact Details
Billing Portal
What is Billing Portal? The Billing Portal page will display your billing information, payment me...
Manage Source
Sources help identify where your leads originate from, such as website inquiries, direct imports,...
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....
Action Plan Sharing
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...
How to Filter all Leads?
Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads...
Lead Engagement Alert
What Are Lead Engagement Alerts? Lead Engagement Alerts help you stay informed about how your lea...
Integrate Twilio SMS
Smart Listing Alert
What is it ? Its settings
Listing Settings
Will do later
How to merge Leads Under Same Tag
Tag merging logic and constrains
How to Import Multiple Leads into AgentRoof CRM
Follow these steps to import multiple leads into AgentRoof CRM using a CSV file. Steps Log in t...
How to Create a Lead in AgentRoof CRM
Follow these steps to add a new lead to AgentRoof CRM. Steps Log in to AgentRoof CRM using your ...
How to reset your AgentRoof CRM password?
If you have forgotten your password, follow these steps to create a new one. Steps Open the Agen...
Email Warmup & Deliverability Guide
When you create a new email address and start sending bulk emails right away, Gmail, Outlook, and...
Integrating Zapier
AgentRoof Provides WebHook to connect your Zaps Using AgentRoof WebHook you can send data of ...