When using a Workflow to set a Source, we have now added the option to make sure the original Source is not overwritten if it already exists in the contact.
Learn more about automating a group of actions using Workflows.
When a contact is assigned to a team member or reassigned to another user,
Any 10 digit phone number will be sensed and searched across all 4 contact
We’ve added an option in the Contact List to display the Last Manual Note
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.
