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Notes
What Are Notes? Notes allow you to record important information, reminders, and updates associate...
How to Send the SMS?
What Is SMS Messaging? SMS Messaging allows you to communicate directly with leads from multiple...
Password Reset
What Is the Forgot Password Feature? The Forgot Password feature allows users to reset their Agen...
How to Send Bulk SMS?
Bulk SMS allows you to send a single SMS message to multiple leads at the same time, helping you ...
How to Schedule Emails & SMS?
AgentRoof CRM allows you to schedule SMS messages and emails to be sent at a later date and time....
Email and SMS Reports
What Are Email and SMS Reports? Email and SMS Reports provide a centralized view of all communica...
Lead Profile
What Is the Lead Profile? The Lead Profile page provides a centralized view of all information as...
Timeline
What Is the Timeline Page? The Timeline page provides a centralized view of all activities, commu...
Managing Signatures in AgentRoof CRM
What Are Signatures? Email signatures are predefined blocks of content that are automatically add...
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...
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....
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 ...
Integrating Third-party Landing Pages Via API
Overview AgentRoof CRM provides an API to integrate lead submissions from external websites or la...
How to Access AgentRoof CRM
Follow these steps to log in to your AgentRoof CRM account. Open the CRM login page using one of...