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Follow these steps to log in to your AgentRoof CRM account. Open the CRM login page using one of the following methods: Click the CRM Login button at the bottom of your website, or Open your browser and visit https://crm.agentroof.com Enter your email addr...

AgentRoof Provides WebHook to connect your Zaps Using AgentRoof WebHook you can send data of leads from any application connected to Zapier to AgentRoof CRM The WebHook Accept the following information Name Email Phone Campaign Name Adset Name ...

Overview AgentRoof CRM provides an API to integrate lead submissions from external websites or landing pages not developed by AgentRoof. This API allows users to send lead details directly to AgentRoof CRM. Base URL https://crm.v2.1.agentroof.com/api/add-lead ...

When you create a new email address and start sending bulk emails right away, Gmail, Outlook, and other email providers get suspicious. They have never seen your email address before and don't know if you are a real business or a spammer. This guide helps you ...

If you have forgotten your password, follow these steps to create a new one. Steps Open the AgentRoof CRM login page. Click the Forgot Password link. You will be redirected to the password reset screen. Enter your registered email address. Click the Submit bu...

Follow these steps to add a new lead to AgentRoof CRM. Steps Log in to AgentRoof CRM using your assigned credentials. From the left-hand navigation menu, click CRM. On the CRM page, click the + button located in the Leads row to create a new lead. In the pop-...

Follow these steps to import multiple leads into AgentRoof CRM using a CSV file. Steps Log in to AgentRoof CRM. From the left-hand menu, click CRM. Locate the yellow box icon in the Leads row and click Import. Under Select From, choose the appropriate ...

What Happens When a Lead Is Deleted? Deleting a lead removes the lead from the active CRM records and makes it no longer visible on the CRM page. AgentRoof CRM uses a soft-delete process. If the same lead is recreated using the exact same primary contact infor...

The lead search feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, phone number, or email address. The search function supports partial matching. For example, if a lead's name is Emma Taylor, searching for mma will still return th...

Exporting leads allows you to download lead information from AgentRoof CRM into a CSV file for reporting, backup, analysis, or migration purposes. The exported file can contain lead details such as names, phone numbers, email addresses, sources, tags, stages, ...

Selecting leads allows you to perform actions on one or more leads at the same time. Once selected, leads can be used for various CRM operations such as assigning tags, stages, alerts, action plans, exporting data, and other bulk actions. Steps Navigate to th...

Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads. This makes it easier to find relevant records, monitor lead activity, and perform targeted follow-ups without manually searching through all leads. Steps Navig...

The CRM page displays a set of default columns to help you view and manage lead information. You can customize these columns to display only the information that is most relevant to your workflow and rearrange their order to make the CRM page easier to navigat...