By routing website visitors to the first available sales rep By using a machine learning algorithm to rank your contacts based on the information contained in their contact properties By asking website visitors a series of questions and taking different actions based on their answers By calling the phone numbers stored in your contact records […]
The template’s name is the same as its subject line, so it needs to be short, clear, and focused on the recipient’s needs. The name is only visible internally, so it should be whatever makes the most sense to you and your team. The name is automatically generated and cannot be changed. The name should […]
Favorite flavor of cake (a free-fill sample property) Next activity date (the date of a contact’s next meeting or task, if any) Form submission (the name of any form the contact has submitted from your website) Last contacted (the date or time period a person last received contact from a member of your sales team) […]