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10 Surprising Things You Didn't know about Client Services & Search Marketing Manager, Lisa Frampton
Disqualifying Leads Without Alienating Them as Future Customers - Part 2: Cultivating Non-Leads with Automated Marketing
4 Ways to Get Your Email Marketing in Front of the Right Audience Through Personalization & Segmentation
Total Cost of Ownership: What does it mean and how can you avoid costly, unsuccessful implementations.
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September 2020 System UpdatesEvery month we add new features and updates to the GreenRope system based on your feedback. Here are all the updates and new features we added in September: LMS Updates:Time Completed
Activity Time The inactivity time can be set by going to Apps > Learning, selecting a course, and entering a number value next to ‘Timeout:’.
Shared Access Updates:Access to Contact Tools New Shared Access Permissions for Limited Contacts Add Contacts: This gives the user the ability to add new contacts to the group. Edit Contacts: This gives the user the ability to edit contact data. Add CRM: This gives the user the ability to create CRM activities, workflows, and opportunities for contacts. Edit CRM: This gives the user the ability to edit existing CRM activities, workflows, and opportunities for contacts. View Survey Results: Gives the user the ability to view survey results for a contact.
Wiki Updates:Order Wiki Topics Just go to Apps > Wiki, and click ‘Order Wiki Topics’ in the upper right hand corner of your screen.
Invoice Updates:Invoice Updates Check them out by opening a contact recording, going to the CRM/ Activities tab, and selecting ‘New Quote/Invoice’.
Contact Updates:Deals Closed
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