OLD Blog

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

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Search for Contacts Without Notes

Jen Brown 12/1/21 Jen Brown 12/1/21

Search for Contacts Without Notes

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New Names - Same Functionality

Jen Brown 10/18/21 Jen Brown 10/18/21

New Names - Same Functionality

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New Menu Navigation

Jen Brown 9/8/21 Jen Brown 9/8/21

New Menu Navigation

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New Landing Page Templates!

7/1/21 7/1/21

New Landing Page Templates!

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Use the Birthday Assistant to Run a Birthday Workflow

6/28/21 6/28/21

Use the Birthday Assistant to Run a Birthday Workflow

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Teams - Choose Who to Send Text From

6/28/21 6/28/21

Teams - Choose Who to Send Text From

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Expanded Opt-Out Codes for Texting

Jen Brown 6/28/21 Jen Brown 6/28/21

Expanded Opt-Out Codes for Texting

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Email Template Sort Option

Jen Brown 6/10/21 Jen Brown 6/10/21

Email Template Sort Option

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New Email Templates!

Jen Brown 6/10/21 Jen Brown 6/10/21

New Email Templates!

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Check Workflows for Errors

Jen Brown 6/3/21 Jen Brown 6/3/21

Check Workflows for Errors

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How to Send an Email with Multiple Attachments

6/2/21 6/2/21

How to Send an Email with Multiple Attachments

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Hide Deal Fields

6/2/21 6/2/21

Hide Deal Fields

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Convert an Autoresponder to a Workflow

Jen Brown 5/25/21 Jen Brown 5/25/21

Convert an Autoresponder to a Workflow

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10DLC is Coming Soon!

4/30/21 4/30/21

10DLC is Coming Soon!

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View Active Workflows on Mobile

4/26/21 4/26/21

View Active Workflows on Mobile

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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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