Save your advanced searches for one click access to a filtered group of contacts.
Use the Birthday Assistant to help you remember your important client’s special day.
If you aren’t already using our Mobile AllClients, you should check it out! It makes calling, emailing and visiting clients on the road faster and easier.
It is a good idea to periodically review where your referral business is coming from and how it is growing. Your Referral Tree tracks all of that for you.
Watch this video for a quick refresher on how it works.
Let the Agenda Assistant remind you of important events in your database – appointments and To-Do’s too! It’s just like having an assistant.
If you aren’t using it – watch this video to learn how to set it up.
An advanced feature has been added that allows you to automatically create a deal when someone fills out a Landing Page. It uses the Landing Page information to populate the Deal Fields.
Your Landing Pages can now just ask for a name – not both First and Last Name.
Watch how to set that up.
Progressive Landing Pages allow you to gather more information from visitors without overwhelming them or scaring them away.
Take a look at how easy they are to create!