Marketing

Leads
A Lead is a contact that hasn't yet been qualified for your sales pipeline. Typically, these are contacts come from  external marketing sources includin...
Sun, 1 Dec, 2019 at 9:26 PM
Automations
Automations are flows that you build out in a visual canvas by connecting shapes, this shapes create different personalized pathways, that a contact would...
Mon, 2 Dec, 2019 at 4:19 PM
Outreach
GoCRM's outreach allows you to send bulk email marketing campaigns to your contacts. Outreach is managed from Marketing > Outreach. Emai...
Sun, 1 Dec, 2019 at 9:04 PM
Channels
When leads get added to GoCRM, the channels tab serves as a rule book in order to define and tag where a lead originated from in order to measure return of ...
Sun, 1 Dec, 2019 at 9:24 PM
Campaigns
Campaigns work the same way as Channels. They are set of rules to define what messaging the lead saw in order to make better marketing decisions.  You may h...
Sun, 1 Dec, 2019 at 9:26 PM