OLD Blog

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

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Email Stats - Last Open and Last Clicked Filters

12/11/19 12/11/19

Email Stats - Last Open and Last Clicked Filters

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Email Intelligence Info Box

Jen Brown 12/8/19 Jen Brown 12/8/19

Email Intelligence Info Box

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Send Emails to Both Contacts in Workflows

Jen Brown 11/21/19 Jen Brown 11/21/19

Send Emails to Both Contacts in Workflows

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New Deal List Views

11/5/19 11/5/19

New Deal List Views

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Email Blast Processing

Jen Brown 11/3/19 Jen Brown 11/3/19

Email Blast Processing

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Use Workflows to Send Texts

10/22/19 10/22/19

Use Workflows to Send Texts

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Manually Opt-In a Contact for Texting

Jen Brown 10/20/19 Jen Brown 10/20/19

Manually Opt-In a Contact for Texting

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Workflow Notification Upgrade for Teams

9/19/19 9/19/19

Workflow Notification Upgrade for Teams

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Tab Notifications

8/28/19 8/28/19

Tab Notifications

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Quickly Get a Count in Category 2

8/21/19 8/21/19

Quickly Get a Count in Category 2

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Quickly Get a Count of Contacts by Source

8/6/19 8/6/19

Quickly Get a Count of Contacts by Source

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Run a Workflow After Your Autoresponder

7/31/19 7/31/19

Run a Workflow After Your Autoresponder

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Teams - Search for Duplicate Contacts in All Databases

Jen Brown 7/12/19 Jen Brown 7/12/19

Teams - Search for Duplicate Contacts in All Databases

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Track Password Changes

7/1/19 7/1/19

Track Password Changes

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Search for Contacts with No Open To-Dos

6/23/19 6/23/19

Search for Contacts with No Open To-Dos

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Rename Contact Attachments

6/19/19 6/19/19

Rename Contact Attachments

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Group Actions for Email Templates

5/15/19 5/15/19

Group Actions for Email Templates

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Use Text-to-Join to Trigger a Workflow

5/13/19 5/13/19

Use Text-to-Join to Trigger a Workflow

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Call Your Clients on Their Birthdays

4/23/19 4/23/19

Call Your Clients on Their Birthdays

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Teams - Edit the Calendar of Other Users

Jen Brown 4/21/19 Jen Brown 4/21/19

Teams - Edit the Calendar of Other Users

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