Blog Resources

News, strategy, and features from the team at your favorite CRM.

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Convert a To-Do Plan into a Workflow

4/26/21 4/26/21

Convert a To-Do Plan into a Workflow

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New Workflow Interface

4/26/21 4/26/21

New Workflow Interface

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New Workflow Global Rule

4/26/21 4/26/21

New Workflow Global Rule

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Update to Team Permissions

4/9/21 4/9/21

Update to Team Permissions

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Landing Page Thank You Message - Merge Submitted Data

4/9/21 4/9/21

Landing Page Thank You Message - Merge Submitted Data

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Stop a Workflow from Your Phone

4/7/21 4/7/21

Stop a Workflow from Your Phone

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Workflow Internal Comments

3/9/21 3/9/21

Workflow Internal Comments

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Add Blast Recipients to Group Actions

Jen Brown 3/9/21 Jen Brown 3/9/21

Add Blast Recipients to Group Actions

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Verify Your Sending Email Address

Jen Brown 3/5/21 Jen Brown 3/5/21

Verify Your Sending Email Address

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Opt-in for Texting in a Workflow

Jen Brown 2/1/21 Jen Brown 2/1/21

Opt-in for Texting in a Workflow

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Assign a Contact using a Workflow

Jen Brown 2/1/21 Jen Brown 2/1/21

Assign a Contact using a Workflow

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Workflows - STOP IF & CONTINUE IF Have New Options

Jen Brown 2/1/21 Jen Brown 2/1/21

Workflows - STOP IF & CONTINUE IF Have New Options

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Workflows - GLOBAL STOP IF & CONTINUE IF Options

2/1/21 2/1/21

Workflows - GLOBAL STOP IF & CONTINUE IF Options

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Stop a Workflow in a new Workflow

Jen Brown 2/1/21 Jen Brown 2/1/21

Stop a Workflow in a new Workflow

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Email or Text from the Contact List

2/1/21 2/1/21

Email or Text from the Contact List

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New look to Workflows when you click "Add a Step"

Jen Brown 1/29/21 Jen Brown 1/29/21

New look to Workflows when you click "Add a Step"

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In Emails, Adjust Column Structure

12/28/20 12/28/20

In Emails, Adjust Column Structure

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Customize Your Account with Your Picture

12/21/20 12/21/20

Customize Your Account with Your Picture

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Mobile Email Updates

Jen Brown 12/21/20 Jen Brown 12/21/20

Mobile Email Updates

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Special Events Tab Update

12/14/20 12/14/20

Special Events Tab Update

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