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 ...
Pipelines
39 Articles
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 ...
Deborah Lynne Pope asked us, "How do you add a category into your pipeline?" "When you say, 'category', are you referring to the titles at the top of each column? ...
Larry Gatz asked us, "I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the "company name" is showing up in ...
Original Question: Larry Gatz asked:"Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and ...
Original Question: Stan Bodzick asked us: "Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?" Answer: Currently, it is not ...