All Collections
Marketing Suite
The articles in this section cover our Marketing Suite feature, including how to create and send automations, create newsletters, and more.
25 articles
Headspaces
Our Favorite Marketing Center Tools and Resources
Lead Stages Overview
Add or Remove a Client's Lead Stage
Move Clients Through Your Lead Tracker Sales Pipeline
📺 Sales & Marketing Center: Lead Management Features Walkthrough
Funnel Automation for New Lead Stage to Intro Active Stage
📺 Lead Stages
📺 Lead Stage to Intro Active Stage Automation Set Up
Client Profile Panel
📺 Client Profile Panel Overview