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  • How to See the Opted-in Status of Contacts

    Always make sure that the email status of a Contact in your CRM is always set to Opted-in because If...
  • Convert a Contact to an Account

    You would convert a contact to an account if it is ready to be entered into your sales process. Note...
  • Lead scoring

    What is Lead Scoring? Lead scoring is an analytical method of ranking your Account leads against a scale. Higher the...
  • How to add the birth date of a contact

    To run a Birthday campaign you will need to add the Birth date of the Contact in the CRM. Follow...
  • Send Text Messages from Your Sales Workflows

    The SMS feature in Soffront allows users to send text messages to their leads and contacts. Users can now configure...
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