Lead Gen & CRM
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  • Installing and Using the Magic Trick
    The Magic Trick is a powerful selling tool that demonstrates what Lead Gen & CRM's marketing automation can do for your clients.
    Last Updated 07/15/24

  • Sharing Email Templates
    Agencies can share email templates with clients. You are only able to share email templates from within the agency account, and clients will not have access to do this.
    Last Updated 07/29/24

  • Rebranding Lead Gen & CRM
    Lead Gen & CRM enables you to rebrand Lead Gen & CRM to reflect the client’s branding and logo, as opposed to that of the agency partner.
    Last Updated 07/29/24


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