Effectively Filter and View your CRM Data

There are two primary tools used to filter and view your CRM data, and they are integrated together: Views and Saved Searches. Views: Broad lists of Leads based on specific criteria. Views are used to display segments of Leads to a user and also trigger logic built...

Sending Emails to your Leads

Within your CRM there are multiple ways to send emails to individual or lists of Leads. This tutorial will go over each of the following methods: Template Emails Sending Emails from SalesInbox Sending Emails from the CRM Send Emails Using Templates Your CRM comes...