Please note that specific instructions for each of these features can be found in the other help articles.

Day 1: Phone Features/ Making the most of quarantine one call at a time... pants optional.

Day 2: Email Features/ Automate, send mass emails, create templates & more

Day 3: Deep Dive into Automated Workflows

Day 4: Let's Get Physical!... with Physical Mailings

Day 5: Casual Friday was never so professional: Screen Share & Client Portal Access

Did this answer your question?