Blog Resources

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

Browse By Category

View Active Workflows on Mobile

4/26/21 4/26/21

View Active Workflows on Mobile

Read More

Convert a To-Do Plan into a Workflow

4/26/21 4/26/21

Convert a To-Do Plan into a Workflow

Read More

New Workflow Interface

4/26/21 4/26/21

New Workflow Interface

Read More

New Workflow Global Rule

4/26/21 4/26/21

New Workflow Global Rule

Read More

Update to Team Permissions

4/9/21 4/9/21

Update to Team Permissions

Read More

Landing Page Thank You Message - Merge Submitted Data

4/9/21 4/9/21

Landing Page Thank You Message - Merge Submitted Data

Read More

Stop a Workflow from Your Phone

4/7/21 4/7/21

Stop a Workflow from Your Phone

Read More

CRM: It Doesn't Have to Be That Complicated

4/2/21 4/2/21

CRM: It Doesn't Have to Be That Complicated

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

Segmenting Strategies to Improve Email Marketing Results

Jeff Shamus 3/5/21 Jeff Shamus 3/5/21

Segmenting Strategies to Improve Email Marketing Results

Read More

Four Ways You Can Offer Your Own CRM

Jeff Shamus 2/24/21 Jeff Shamus 2/24/21

Four Ways You Can Offer Your Own CRM

Read More

Words That Can Trigger Spam

2/18/21 2/18/21

Words That Can Trigger Spam

Read More

What Are Spam Filters & How to Avoid Them (Technical)

2/3/21 2/3/21

What Are Spam Filters & How to Avoid Them (Technical)

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