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What are moving rules?
What are moving rules?

When you’re configuring a status, you can set moving rules which determine which status the task mov...

What are automated events?
What are automated events?

When creating a status within the Task Workflow Builder there are a number of Automated Events whic...

How do I create, edit or delete an email template?
How do I create, edit or delete an email template?

Creating a template When creating your own tasks using the workflow builder, one of the options a...

How do I edit a pre-existing Task Workflow?
How do I edit a pre-existing Task Workflow?

If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand me...

Getting started with the Workflow Builder
Getting started with the Workflow Builder

We’ve recently introduced the capability for you to create your own workflows using our latest feat...

The Challenges of Bulk Email
The Challenges of Bulk Email

Bulk email is email that is sent to a large of number people. It is usually a marketing email sent t...

Handling Cash flow Problems
Handling Cash flow Problems

"Cash flow problems mean a business spends more than it earns"[1]. In 2016 SmallBusiness.co.uk repo...

Introducing new products and services
Introducing new products and services

If you’re looking to increase market share, or turn around a stagnant business, then introducing ne...

Identify and fulfill customer requirements
Identify and fulfill customer requirements

The essential foundation of good customer service is a thorough understanding of who your customers...