OLD Blog

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

Browse By Category

Stop a Workflow from Your Phone

4/7/21 4/7/21

Stop a Workflow from Your Phone

Read More

Workflow Internal Comments

3/9/21 3/9/21

Workflow Internal Comments

Read More

Add Blast Recipients to Group Actions

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

Add Blast Recipients to Group Actions

Read More

Verify Your Sending Email Address

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

Verify Your Sending Email Address

Read More

Opt-in for Texting in a Workflow

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

Opt-in for Texting in a Workflow

Read More

Assign a Contact using a Workflow

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

Assign a Contact using a Workflow

Read More

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

Read More

Workflows - GLOBAL STOP IF & CONTINUE IF Options

2/1/21 2/1/21

Workflows - GLOBAL STOP IF & CONTINUE IF Options

Read More

Stop a Workflow in a new Workflow

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

Stop a Workflow in a new Workflow

Read More

Email or Text from the Contact List

2/1/21 2/1/21

Email or Text from the Contact List

Read More

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"

Read More

In Emails, Adjust Column Structure

12/28/20 12/28/20

In Emails, Adjust Column Structure

Read More

Customize Your Account with Your Picture

12/21/20 12/21/20

Customize Your Account with Your Picture

Read More

Mobile Email Updates

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

Mobile Email Updates

Read More

Special Events Tab Update

12/14/20 12/14/20

Special Events Tab Update

Read More

Delete Future Steps in a Workflow

10/15/20 10/15/20

Delete Future Steps in a Workflow

Read More

Include a Saved Search in Your Agenda Assistant

9/20/20 9/20/20

Include a Saved Search in Your Agenda Assistant

Read More

New Timing Added to the Birthday Assistant

9/3/20 9/3/20

New Timing Added to the Birthday Assistant

Read More

Use Icons in Your Emails

Jen Brown 8/13/20 Jen Brown 8/13/20

Use Icons in Your Emails

Read More

Add Countdown Timers to Your Emails

8/13/20 8/13/20

Add Countdown Timers to Your Emails

Read More