In this video I demonstrate how you can create Mail Merge templates for your CRM. These can give you much more felxibility and is probably how you would create a proposal in the CRM as you can add in a lot of pictures and different styling.
While I do write different reports normally I use the subtotal report which enables you to group and total the data. In this video I demonstrate how you do that:
One of the requirements for GDPR is that people receiving emails should be able to easily unsubscribe from receiving them. In this video I demonstrate how you can create an unsubscribe link and add it to your videos. In doing this one thing did ...
The use case here is that a client wanted to send out an email to a selected number of prospects and follow them up two days later. Obviously if you sent the mail out to all the prospects which could be hundreds you wouldn't be able to follow them up ...
There is a great saying which is first understand before trying to be understood. My experience is that it is all too easy to do the reverse and seek to push a message out rather than listening to what clients and prospects. And understanding what ...