Create proposal templates and send proposals automatically inside a workflow Create a New Template Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created. Convert to Template Users will ..
Archives : July-2024
Payment Integrations NOTE: Depending on your user permissions, you may not have access to all of the components. In the Integrations section of the Payments tab, you can connect your NMI, Authorize.Net, Stripe, or PayPal accounts to enable charging customers and receiving payments directly within your CRM! Network Merchants Inc. (NMI) Authorize.net Stripe Paypal Network Merchants ..
Workflow Actions Adding workflow actions is the next step after adding workflow triggers. Here you will be telling your workflow what you want to happen, removing the need for all the manual day-to-day tasks. Workflow actions include items such as sending Emails or SMS, internal notifications, adding or removing tags, updating opportunities, and more! Adding ..
Understanding Automation CRM automation refers to the technology that handles repetitive tasks, such as email marketing, social media posts, and customer interactions, without human intervention. By setting up workflows or sequences, businesses can automate these tasks based on specific triggers and conditions, leading to increased efficiency and personalization. Key Features: Implementing CRM Automation To effectively ..
Contact Details Upon opening a conversation, the contact details can be located on the right-hand side of the page. You can also perform certain actions such as creating a new opportunity for this contact, or scheduling them into an appointment all while having a conversation with them! Contact This section displays essential information such as ..
How to send an email To send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom left corner of the conversation window. Upon clicking this button, a message box will appear, allowing you to compose and send your email within ..
How To Send An SMS Creating SMS Message To send an SMS message to a client, first access the pertinent conversation within your messaging platform. Then, locate and click the SMS button situated at the bottom left corner of the conversation window. This action will prompt the appearance of a message box where you can ..
Contact Details – Information Panel Contact Information Panel On the far right side of any contact section, you’ll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact. ..
Contact Details – Messages Panel Contact Message Threads In the messages panel section, you can view your entire message and conversation history with a particular contact. All messages and calls that run through your CRM will be displayed here for that contact. This feature provides an easy way to keep track of your communication with ..
Contact Details – Overview While managing contacts within your CRM, you possess significant control and flexibility over their data. Within each contact card, you can add or remove tags, incorporate them into automation processes, initiate calls, send messages, compose emails, and perform numerous other actions. This level of customization and management allows for a more ..