Programs and Pipelines

  • Overview of Programs (how-to)

    Automate your workflow so no task is overlooked Think of a Program as a virtual assistant. Programs enable yo...

    Aug 08, 2017 10:47AM EDT
  • Adding and removing contacts from Programs

    Streamline your Tasks and Follow-Ups Programs offer the quickest, most effective way to systemize your follow...

    Jul 29, 2017 04:18PM EDT
  • Mass adding contacts to a Program

    How to add multiple contacts to a Program at once There are two ways to add multiple contacts into a Program ...

    Jul 29, 2017 04:07PM EDT
  • Creating a drip campaign

    How to create a drip campaign Adding contacts to the campaign FAQs Related articles How to create a...

    Jul 30, 2017 12:22AM EDT
  • Can I re-add contacts to a Program?

    How to re-add contacts to Programs 1. Go to the contact's profile of the contact you want to re-add. 2. Scro...

    Jul 29, 2017 04:15PM EDT
  • Deleting a Program

    How to delete Programs 1. Go to the Programs tab. 2. Click on the name of the Program you want to delete. 3...

    Jul 29, 2017 04:18PM EDT
  • Overview of Pipelines (how-to)

    The simplest way to keep track of business growth Buckets and Programs keep you on task for following up and ...

    Aug 08, 2017 10:48AM EDT
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