Blog Resources
News, strategy, and features from the team at your favorite CRM.
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Track Recurring Events with Important Dates
Track any recurring annual date for your contacts — policy renewals, loan anniversaries, home purchase dates, and more — and automatically trigger a workflow when each date arrives. You can also add an Important Dates widget to your dashboard to view upcoming dates at a glance.
Trigger a Workflow Automatically in Boards
Moving a contact manually from one Board column to another can now trigger a workflow, opening up new automation possibilities for pipeline-based processes.
New Email Blast Analytics: See Who Opened and Who Didn’t
Quickly identify who opened your email, clicked your links, and who didn’t. The enhanced Email Blast Analytics Report makes targeted follow-ups easier than ever.
Add a Note When a Contact is Transferred
NEW FEATURE: The system will automatically log the changes when a contact is assigned or re-assigned to another user.
Search By Phone Number in the Mobile App
The mobile app will scan the phone number formats for a 10-digit number match.
Contact List - Last Manual Note Date
NEW FEATURE: We've added an option in the Contact List to display the Last Manual Note Date.
Sort To-Dos Without a Category
NEW FEATURE: To-Do Lists can now be filtered to show the To-Dos that do not have a Category assigned.
Remove a Team Member's Login Access
Revoke system access permissions for team members who are no longer authorized to use the system.
Use a Workflow to Delete All Open To-Dos
NEW FEATURE: When adding steps to a Workflow, there is now an option to Delete Open To-Dos.
Collect Information for a Second Contact on Your Landing Page
NEW FEATURE: Landing Page Forms can collect the second contact name, email and birthday.
