Sending SMS messages through your CRM is a powerful way to communicate directly with clients. From attaching files to personalizing messages with custom fields, you can streamline your outreach to meet each client’s needs effectively. Here’s a simple guide to sending, scheduling, and managing SMS messages from start to finish. Sending an SMS Message...

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 the context of the ongoing conversation. This ensures tha...

The opportunity tab helps you keep track of your customer's journey, and when changes happen, it becomes crucial in your acquisition process to follow up with those changes. This trigger will help you create workflows to automate any actions you need to happen immediately upon a change. Adding Your Trigger You can find this trigger in the Opportunit...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Creating a clear procedure to follow is key to increasing profit and improving your onboarding process. To make it easier, we'll explore the “Affiliate Created Trigger”, which allows you to start your workflow's functioning upon an affiliate being adde...

The Documents section allows you to manage and share documents. On the browser, you can seamlessly access all associated files directly from the "Documents" section within a Contact card. However, if you're on the go, you might need to access them from your Mobile App. So, let's go over how to do it! Accessing The Docs & Files Navigate to the Co...

Your team is made up of multiple people, so you can’t always guarantee an incoming call is answered by the right person. When responding to calls from your mobile app this process you'll need to follow these steps. Pick up any incoming call on your mobile app, and tap “Transfer” at the top-right Corner. Choose a staff member from your contact list, ...

Your Point of Sale (POS) allows you to collect payment from customers immediately, including by collecting payment via Near Field Communication (NFC) technology. Let's check how to use your Mobile App to use Tap to Pay. Click the $ icon to access your POS. Enter your total or products, then click Review sale. After reviewing the details, click “Choo...

Estimates help you create a clear picture of the cost of acquiring your products or services, and if you're planning to give your customers payment flexibility, it is important to include this information in your estimates. Follow these steps to do so. Start by navigating to the Estimates tab inside the payments section and creating a new estimate. ...

Using QR Codes boosts your online presence, encourages your clients to interact with your business, and easily connects your online business to the offline world. However, creating them one by one can be inefficient when handling a large group. So, let's review how to use CSV uploads to generate multiple at once. Generating QR Codes To start, naviga...

Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve rapport. When you need to handle these things on the go, you might not have access to the desktop version of your CRM. So, let's see how to schedule an appointment directly in your Mobile App. Sc...

Custom Objects help you maintain clear relationships and simplify organization. However, as you are adding objects to your system, it becomes harder to find ones that match your criteria. You can use Smart Lists to simplify this process. Let's learn how! To start, navigate to the Custom Objects Section and click Advanced Filters. Select a filter fro...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. However, an important part to keep this machine properly working is to address affiliate sales fast. And what better way to do so than by leveraging automation? The  “New Affiliate Sales” trigger allows you to create workflows that start upon an affili...

To make your products available to your target audience, you need to connect them to a domain name. There are a lot of providers you can purchase your domain from, all of them with their pros and cons. However, the easiest way to obtain and connect a domain to your account is directly from the Domains tab. Follow along to get your internal domain. P...

Your LinkedIn forms help you capture leads and add them to your system. Routing them into a workflow for further actions to automate tasks is possible with the LinkedIn Lead Form Submitted Trigger. Follow along to learn how to use this trigger and smooth out your work! Adding Your Trigger You can find this trigger in the Events section of your workf...

Getting your customers to book an appointment requires one thing more than anything: timing! A great way to approach this around the clock is by using workflows to automate the appointment setting process based on customer responses or actions. To do so, you need to use the “Book Appointment" action. Follow along to see how! How It Works Start by cr...

Most customers are used to booking their appointments over the phone. And since old habits are hard to change, having an easy way to manage these requests is essential. The Voice AI agent can help you handle over-the-phone bookings for any selected calendar.  First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agen...

The best way to leverage the leads your affiliates refer to you is by keeping in contact with them and following up immediately. However, we know that it can be quite time-consuming, so we'll learn how to use the "Lead Created" trigger to start a workflow when a new lead is referred, giving you instant automation opportunities. Adding Your Trigger Y...