Taylor Smith

With this feature, you can measure how much a contact interacts with your business. This can help you know the level of interest they have.  This can help your business prioritize where to c...

Adding attachments to your emails or SMS can be of great help to your business, especially by doing it quickly from the Conversation channel and by not having to worry about the file size. I...

Introduction In today's data-driven environment, custom values serve as a pivotal tool for businesses to enhance customer interaction and streamline operations. These user-defined data place...

Option 1: Through a Conversation Go to the Conversations tab Search for your lead you want to write to Click on the SMS tab to send an SMS Click on the + sign to see the list of trigger lin...

  Integrated Document Management System Found within the Contact Details page, the new "Documents" tab is your one-stop hub for all document tasks. Whether you're looking to access a file, s...

All messages in your Conversations section have a vertical navigation menu. When you hover over a message, a three-dot menu dropdown will appear. Select “Details” from the dropdown to view va...

Left Panel Accessing Your Conversations: Click into your Conversations inbox. First Column: In the leftmost column, you'll see a list of your messages. Tabs Navigation: Unread: Displ...

With the new Media screen, our affiliate managers can upload a variety of media resources, from eye-catching images to engaging videos, directly to the Client Portal. We've also created a centraliz...

Step 1: Start a new workflow or edit an existing one Step 2: Set up applicable Workflow Trigger(s).    You can use any Workflow Triggers to trigger the Remove From Affiliate Campaign action or you...

Affiliates can set 0% - 100% coupon for selling either at full price or as a free service. Go to Marketing > Affiliate Manager. In the Affiliate/Promoter module, click on the three dots next to th...