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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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Ti’s the season for amazing system updates! We love our clients so much and listening to their feedback is not only our favorite way to update the system, but also bettering their needs is always our top priority. Here are the new updates for December along with a few of our favorites from 2022. Tickets:On ticket update pages, you can click to view the image in full size in a separate browser tab
JourneysNew Delay until x business days before date defined in an opportunity custom field
New Delay until x business days before opportunity proposal due date
Invoices - in Settings > Account, you can now specify Invoice Types and Shipping Methods, and these can now be edited when viewing an invoice and invoice status
Booking CalendarWhen assigning booking time to a user field, the time will now be converted to 12-hour time if the field is a text/short text type and the account is set to 12-hour time
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