GreenRope Blog
Title search: ✖
|
Show All (669)
#CoolerChat (7) All About GreenRope (172) Content Marketing (66) CRM (197) Customer Experience (79) Digital Transformation (17) Email Marketing (6) Event Recaps (2) Everything Small Business (47) How-To (137) In the Clearing with Lars (25) Infographics (4) Marketing (151) Marketing Automation (61) Monthly Updates (33) Press Release (2) Sales (78) SMB (140) Social Media (20) Tidbits for You (116) Websites & SEO (4) Weekly Roundup (16)
Are You Using AI the Way It's Intended? How to Responsibly Use AI Without Letting It Hurt Your Marketing Efforts
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.
|
November 2022 System UpdatesWe have so much to be thankful this year! Our clients and the feedback we receive from them every day to help us better the GreenRope system is at the top of our gratitude list. Do you have feedback about the system? We want to hear from you, email us and let us know. Contacts Contact Details > CRM Panel > Invoices - at the top of the list of invoices is a selector that will show total number and value of invoices for lifetime/year to date/month to date
Contacts > Reports > Filter - new filtering on tags associated with contact
Account SettingsSettings > Account > Settings > Ticket settings - can choose whether to show user field data in closed tickets for ticket opener
Settings > Account > Settings > Contact Data Settings - allow only Power Users the ability to change their Visibility when looking at contact details
Settings > Account > Contact Data settings - when adding new files, you can by default set whether those files should be shared by all company contacts
WebsiteWebsite > Lead Finder - new tool to gather contacts from website visitors, available to Power Users
OpportunitiesContacts > Reports > Opportunities - opportunity field filters support an additional filter case with and/or option
Contacts > Reports > Opportunities > Win/Loss Outcomes - chart now shows profits won/lost by reason as an overlay
Settings > Opportunities - toggle the ability to show/hide close date information in Kanban card, activate workflow today if the proposal date is in a phase of an opportunity
InvoicesInvoices can now have a shipment date field if shipping applies to the invoice. You can also activate a workflow before the shipment date defined on the invoice.
|
