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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 2024 System UpdatesThis fall, we’ve made some exciting updates to help you manage your GreenRope account more easily. Invoices now use a simple datepicker for selecting quote and due dates. You can also assign default invoice templates to specific phase paths, and we’ve added dynamic placeholders and a help bubble for templates. We’ve introduced support for .webp images to keep your files small and high-quality. For browser-based calling, Click to Call is now available with setup assistance from GreenRope support. We've also redesigned the public-facing coupon interface and updated CRM activity settings to give you more control over shared access. InvoicesInvoices - quote valid until date and invoice due date date selectors now use a datepicker instead of 3 selectors Settings > Opportunities > Phase Paths - each phase path can now have a default invoice template to be used when making a quote or invoice from an opportunity
Invoices - templates now support dynamic, contact, and opportunity placeholders also added a help bubble by the load/save invoice templates buttons
Webp SupportAdded support for .webp images
Click to CallBrowser calling is now available, although due to technical challenges with Twilio, they are unable to support a more automated way to do this, so you'll have to coordinate with GreenRope support for this. Let them know by ticket that you would like to enable browser click-to-call and they will get it set up for you Company details dialog - added icon next to phone number to allow browser direct calling
CouponsCoupons - redesigned public-facing coupon interface Shared AccessSettings > Account > Settings > CRM Activity Settings - you can now set it so that shared access users can be prevented from seeing activities not in groups they have Contacts or Limited Contact access to
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