• 2
    Adding leads to email marketing lists using CRM intake forms.
    5 months agoopen0
    Allow us to assign an email marketing list to “leads” using a CRM intake form. This way we can nurture them into becoming prospects with inbound marketing before creating accounts for them. The way SuiteDash is set up doesn’t allow us to do that unless the form is set up for prospects or clients.
  • 1
    Accounting Zaps
    6 months agoopen0
    Create trigger zaps for invoices that can be used with our existing accounting apps. Things like invoice created, invoice paid, client viewed, invoice deleted ...etc.