Announcing CRM Functions' migration from v1 to v2

 

Find all related emails to a record in the CRM mobile App

 

 

Focus Group webinars

 

Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here.

 

 

Useful discussions

 

Check out Kevin Flyn's function to automatically close off a task when a lead is called upon

 

Siddarth on using lookup modules to pull up associated record

 

Do you have a favorite phone service you like to integrate with CRM? Join this discussion and let your peers know!

 

Looking to mass update records? Here's your answer how.

 

Check out this discussion on using email parser to import or scrap data from emails automatically. 

 

Looking to automatically change lead status based on call results? Check out Michael Trow's workflow! 

 

Use this Function to automatically transfer products from a Deal that's been won to its associated account. 

 

Can't find a module in your CRM top band? Check out Sukumar's best practices on accessing it.