Have you ever wished you could do more with your To-Do Plans?
Now you can! 🤩
Convert a To-Do Plan into a fully customizable Workflow using this new Upgrade button.
Note:
The original To-Do Plan is duplicated and will remain a To-Do plan unaffected.
The Deal Settings screen has been updated. ✨ For each field, the edit, the
You can now use a pipe “|” character to combine multiple searches. This is
When you use the refresh option on one of the Dashboard Widgets, it will
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
