10-24-18 Sharing Library Keyword Search And Bulk Welcome Email

We’ve added two new improvements to the CRM!

Updated Sharing Library with Keyword Search

Sharing Library just got a facelift to give it a more user friendly experience, and make room for further improvements. A new functionality Keyword Search is now available, and located in the top left navigation. This will make finding the perfect drip plan much easier! (please note that sharing library is a feature available only to Grow and Advanced Platform clients.) 

Bulk Welcome Email

Rolling out the welcome wagon just got a lot easier with this new bulk action. Select a group of leads, and send them a welcome email with an activation link. This email can be customized in the prompt after selecting “welcome email” in the bulk actions drop down. This feature is available to Core, Grow, and Advanced platform users.