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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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We feel lucky to be in the lives of our clients and what better way to show our continued appreciation than with much requested system updates? Here is a list of a few of our most notable system upgrades and updates! Do you have a suggestion? Email us anytime.
Company Data in Contact Details: You can now set your company data preference to show either expanded or compressed when viewing the contact details. Settings > Account > Contact Data Settings
Signup Forms When a form is submitted and confirmed, the notification email now includes the datetime and account time zone at the bottom of that email. Website > Signup Forms > Options > Notification Email
Groups On the Group Folder organizer page (click “Group” to the left of the group dropdown box) we added a “New Group” button, allowing you to create a new group and organize it into a folder on the same page.
On the same Group Folder organizer page you can now click any group name in the left column to launch the Group Settings page.
To-Do List CRM activities on the To-Do Lists located on the Dashboard and Contact pages now show comments for those activities.
Workflows Workflows that set opportunities to a Closed phase can now set the outcome reason within the workflow itself. Automation > Workflow Manager
Opportunities Contacts > Reports > Opportunities - new report for Win/Loss Outcomes, showing the value and number of opportunities won/lost for reasons defined in Settings > Opportunities (6 Mar 2022)
Settings > Opportunities - new tab for Outcomes, which allow you to specify the reasons why an opportunity was won/lost, after which they're defined, you will see checkboxes when editing/viewing opportunities (5 Mar 2022)
Objects Custom Objects - all objects must be deleted now before a user can delete an object definition (2 Mar 2022)
SMS SMS - inbound SMS messages can be assigned as CRM activities done by a user for any number (1 Mar 2022)
Projects When creating new projects, you can choose to copy a previously created task associated with another project and preserve the stage the tasks are in Apps > Projects
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