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• An overview of Contacts

  In this article, you'll learn about the various contact management features we offer. We'll a...

• Automations overview

  If you are new to automation, this is where to begin. You’ll learn the basics of automations in...

• Getting started with Site Messages

  In this walkthrough you'll learn what Site Messages are, how to create your first Site Message, a...

• What is the difference between automations, campaigns, & one-to-one emails?

  Automations Automations are useful for when you want a sequence of events to be followed. This co...

• An Overview of Attribution

  Attribution is a feature that allows you to measure conversions and the touchpoints leading up to...

• An overview of Site Tracking

  Site Tracking is a powerful feature that connects your marketing and sales processes to your we...

• [Video] Deals CRM mobile app overview

  The full Deals CRM mobile app is available on the following plans: Plus Professional Enterpr...

• How do I enable double opt-in confirmation?

  A double opt-in means that after a contact submits a form, they are sent an email asking t...