Pauline Cote Kalil asked us, "Hello! is there a way & if so, how do I cancel a “workflow”?" "Hi! not sure if I understood your question correctly. But, there ...
Pipelines
27 Articles
Dee Flowers asked us, "Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a 'new lead', meaning ...
Brittany S Johnson asked us, "Hello, can someone assist me with being able to mark a dnc with a tag? Two other campaigns i did it allowed me too, and ...
Syre Stewart asked us, "Goodmorning I signed up last week. I uploaded contacts but don't see campaign tab. What am I supposed to do? Is the workflow the same?" "Yes, ...
Dwayne Nichols asked us, "How can I turn a lead into a client in my CRM once I sell them? I hope I can keep information on what I sold ...
Pauline Cote Kalil asked us, "I am in the middle of my 14 day free trial & I’ve yet to be able to create a campaign. When I go to ...
Nick Acosta asked us, "I'm a bit confused on what videos to watch. I have access to Cole X Dates, and want to do an email drip campaign to cold ...
Jacqueline D. Daniels asked us, "Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!" "Hi! There isn't an import icon ...