Affiliate Workflow Actions

Affiliate Workflow Actions

Published on: 12/08/2024

The Affiliate Workflow Actions feature allows users to automate the addition of leads and manual sales under specific affiliates, enhancing affiliate management and boosting sales efficiency.

System Updates
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Default Workflow Re-Entry Setting

Default Workflow Re-Entry Setting

Published on: 12/07/2024

This feature improves the testing and usability of workflows within the CRM.

System Updates
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Workflow Action Google Sheets Lookup Multiple Rows

Workflow Action Google Sheets Lookup Multiple Rows

Published on: 27/05/2024

This new feature enables businesses to search for and retrieve multiple rows of data from a Google Sheets document within the CRM's workflow.

System Updates
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Connect On Key Press Added To Call New Feature: Connect Workflow Action

Connect On Key Press Added To Call New Feature: Connect Workflow Action

Published on: 06/03/2024

This new feature enables seamless connection between salespersons and leads through automated call initiation upon key press, enhancing efficiency and ensuring timely client engagement.

System Updates
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Communities Actions & Triggers

Communities Actions & Triggers

Published on: 17/01/2024

Revolutionize your CRM experience with our latest feature: Community Group Actions and Triggers. Seamlessly manage group access, automate workflows, and optimize your business processes with precision...

System Updates
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New Workflow Builder

New Workflow Builder

Published on: 07/01/2024

Introducing the Infinite Canvas layout in our CRM, providing a dynamic and expansive workspace for effortless workflow creation and management.

System Updates
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