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What Is Sales Force Automation?
What Is Sales Force Automation?

Sales force automation, often abbreviated as SFA, and sometimes confused with the CRM software Sale...

We've Expanded!
We've Expanded!

You may be sick of seeing us post across are various social media accounts (Twitter, Facebook, Faceb...

We're GDPR compliant, are you?
We're GDPR compliant, are you?

Consumers and businesses are increasingly savvy about how companies handle their data. With the adve...

We're all now First Aiders!
We're all now First Aiders!

Earlier this week, you might have noticed that we were M.I.A. across social media and for good reaso...

64-Bit Challenge
64-Bit Challenge

After recently expanding our team, we’ve made the decision to open up an additional office over in t...

Introducing the Workflow Builder
Introducing the Workflow Builder

Over past few months we’ve been working hard behind the scenes to create our latest feature, the Wor...

How do I view revisions of a Task Workflow?
How do I view revisions of a Task Workflow?

To view all previous versions of a task workflow click Admin on the left-hand menu and select Workfl...

What is each Action Type?
What is each Action Type?

When specifying the action of each status there are a number of options which can be selected. The f...

What are question types?
What are question types?

When creating a new question within the Workflow Builder there are number of different questions typ...