How to Add Automated Invoice Reminders
In today’s fast-paced business environment, maintaining a healthy cash flow is crucial for growth and sustainability. One effective way to ensure timely payments from clients
How To Check What Triggered Someone Into a Workflow
There are several ways to add someone to a workflow – through a bulk request, a manual add, a trigger, and more. For several reasons,
How to Set Up Trigger Links in Workflows
Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple
How to Import Campaigns into Workflows
If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow,