Q & A
- What field should I use for a "Buyer Consult Date"?
- How do I assign the task to the person who started the workflow?
- Do the changes I make within the Workflow Editor affect workflows that are currently running?
- Can I set up an Email Client such as Outlook to automatically forward leads to my Zapier Parser?
- Can I include a YouTube video in an email or is Bombbomb the only way?
- How do I set up a Workflow to prompt me to start a new workflow at the end?
- Is there a cap on how many SMS messages you can send out in a month?
- Will I receive a notification when someone unsubscribes from an email?
- What does the "There is no contact associated with this activity..." message mean?
- Can a contact have more than one record owner?
- What's the difference between a Checklist and an Action?
- What's the best way to filter for Contacts without Tags?
- How can I set up Birthday Emails to go out automatically?
- How do I remove a Contact from mailings but not from my Database?
- Best way to manage a property listing that became a transaction, but has been terminated?
- See which activities in a workflow are completed and which are not?
- "Immediate Mode Not Allowed"?
- Workflows - Some quick tips
- Tags - Mass update - Mass Delete
- Dashboard Widgets
- The difference between "send immediately" and "send automatically"?
- How do I make it so I only see my transactions and not the rest of my teams?
- How do I enter a birthday without knowing the birth year?
- Google Sync an iphone from a CSV file to avoid Duplicate Records?
- Missing Template? Can't find that workflow? Could be a Filter!
- What is active contact used for in the "contact tab"?
- How can I search for a User without seeing every contact they are associated with?
- Can I assign a Workflow to a Tag?
- How do I delete fields that I'm not using within a Record?
- Can I set up an email to send out based on the completion of another Activity?