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Add caption in the Speaker Agreement Template – BaseCRM Version

Add caption in the Speaker Agreement Template – BaseCRM Version

Aug 6th, 2022

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How to add caption in the Speaker Agreement Template – BaseCRM Version

4.8 out of 5

49 votes

all right all right so in this call were going to be doing an agency Zoom demo and Q a so we have a handful of Agents here on the call with us that are going to be asking questions as we go but were just going to demo this and uh try to just answer any questions along the way so to jump in were looking at agency Zoom this is our test account so dont worry none of this data in here is actually live client data its all pretend so Im just going to start here on the um left top corner and thats where we have the blue bar where theres a lot of navigation and this is the dashboard so the really cool thing about dashboard with agency Zoom is it tracks in real time so as you move customers or sorry as you move prospects to the sold category your tracker updates immediately so I am currently a Farmers Insurance agent and our trackers are like three to five days behind so sometimes its hard to know where youre at for your goals and I know a lot of agents that are manually tracking thi

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