CRM

Choose feature: Advanced Shortcode – Lead ID We added an additional commands section for Email and SMS templates. These are advanced commands that can be used within the source code. To use the advanced commands, you will need to copy/paste the shortcodes into the “View/Source Code” section. If you need to pass the Lead ID […]

Pin your most important notes and calls What are pinned notes and calls? Pinning a note or a call in the lead’s profile is making it easier to locate important information. Pinned items will be displayed at the top of the Notes & Calls section. You can easily set them apart from the rest of