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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
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Understanding Triggers, Filters, and Actions in Automation Lead Gen & CRM allows you to create powerful automation based on a lead's behavior. Automation in Lead Gen & CRM consists of workflows and action groups. Last Updated 04/16/25
Using Conversion Goals Lead Gen & CRM's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. Last Updated 07/10/24
Creating and Editing Conversion Goals Lead Gen & CRM's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. Last Updated 07/26/24
Organizing Conversion Goals Learn how to create and delete folders, move, rename, download, and favorite files, as well as how to work with Zip files to keep your File Manager organized. Last Updated 07/29/24
Creating Marketing Email Drip Campaigns A drip campaign is a series of emails and actions in a visual workflow or action group that are designed to nurture leads and prospects. Drip campaigns are easy to create in Lead Gen & CRM. Last Updated 07/29/24
