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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...

Don't let regulation hamper your business growth
Don't let regulation hamper your business growth

Complying with regulations imposed on your business can be expensive and time-consuming, often thre...

Reduce time spent on administration and accounting
Reduce time spent on administration and accounting

Market research carried out by Sage shows that the UK’s small and medium-sized businesses currently...