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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.
Latest Product Updates
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Configuring Auto-Notify Settings Lead Gen & CRM can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for. Auto-notify settings can be set and configured to do this for all leads, or for specific leads. Last Updated 10/31/24
Setting Global Merge Variables Global merge variable settings apply to every email that you send with Lead Gen & CRM. Global merge variables populate in the unsubscribe address, as required by the CAN-SPAM Act. Last Updated 02/20/25
Launchpad Overview The Launchpad consolidates data from various sections of the platform and displays them in a series of dashboards. You can customize these dashboards with custom report widgets, which can let you see lead, opportunity, and campaign data all in one location. Last Updated 07/10/24
Task Manager Overview Built around a user's daily activities, the Task Manager provides a way to create and complete tasks in one location. Call or email leads without leaving the Task Manager, or link to contacts and opportunities for additional information. You can access it on any page in the application. Last Updated 09/05/24
Task Options in the Task Manager The Task Manager allows you to complete, reopen, and hide tasks all in one place. Last Updated 07/09/24
Deleting Tasks in the Task Manager The Task Manager is available on any page with direct access from the Launchpad. Learn how to delete a task directly in the Task Manager. Last Updated 07/09/24
Editing Tasks in the Task Manager The Task Manager provides a way to create and complete tasks in one location. Call or email leads without leaving the Task Manager, or link to contacts and opportunities for additional information. Last Updated 07/09/24
