Join us for another webipotamus as we explore Zoho CRM subforms, from the basics to current versatile features. This session is packed with valuable insights to help you leverage subforms for enhanced CRM functionality. Check it out here.
When creating Campaigns for clients, they often ask why we include certain things. For instance, we're asked - "Do we have to have the opt-out link?" or "Why did you include our address?" and "How do I blast to this…
Virtual meetings are nothing new and they certainly aren't going anywhere. We've done business remotely since, well we've done the remote work thing since before it was a "thing". It's interesting to talk to clients and colleagues about what they like…
The month of December can be a little slow. In between those internet holiday shopping sprees, gift wrapping and daydreaming, there are a few ways to make the most of your downtime. Database Clean-up - If you're not headed off…
Raise your hand if you've sent an email to the wrong person, had a typo in an email or sent the wrong email to the wrong recipient. We all have. Raise your hand if you've sent an email that 1.…
I love a good roller coaster. I used to be able to bounce from one to the next, literally running from coaster to coaster. It's not quite as easy as an adult. Sometimes I can only take so much. Sort…
Happy Tax Day! We know, that's not really a thing. Well, it's a thing, but for many of us it's not typically happy. Like it or not, taxes have to get done. Nothing makes the task easier than organization. …
Lead magnets are a tried and true method for securing a tiny commitment from a prospect and furthering them along their walk down the path toward an eventual purchase. The idea is to use an incentive to encourage a prospect…
When I tell people I work from home, I know they are picturing me in my pajamas & fuzzy slippers. Or they believe I’m using “work from home” to be PC about being a domestic goddess. In fact, none of…
3Leaf is featured as a guest blogger again this week at act.com. Check it out or read on. . . Do you e-mail your clients? Of course you do! Written communication has long been the top method to communicate in business,…