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Stephanie Price-Bell

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Activity overview

Latest activity by Stephanie Price-Bell
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    Stephanie Price-Bell created an article,

    What options are available to add and edit buttons in my email?

    Use buttons in our drag-and-drop editor to make your call-to-action stand out in your design. Customization options for buttons include: Hyperlink Color Height/Width Radius Border... and more! ...

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    Stephanie Price-Bell created an article,

    May 2021 Blog: Increase Automation and Control

    Read the full blog article here.

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    Stephanie Price-Bell created an article,

    May 2021 Product Newsletter

    Our May updates have arrived! Read the product newsletter and release notes to learn more.

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    Stephanie Price-Bell created an article,

    How do I create a Deal?

    Once a lead has been qualified, the contact becomes a true prospect and a deal can be created in the Sales dashboard. This article outlines the steps to take to create a new Deal. How-To Navigate ...

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    Stephanie Price-Bell created an article,

    How do I link an existing contact to a company?

    Easily link existing contact records to a company or create a new contact related to a company in your Contacts dashboard. Navigate to Contacts and click "Companies" from the left menu. Lookup com...

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    Stephanie Price-Bell created an article,

    How do I add a Company?

    Track information about companies that are your prospects, customers, former customers, etc. Assign an owner and/or sales rep, and track your contacts at the company. At minimum, you will want to a...

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    Stephanie Price-Bell created an article,

    Getting started with Basic CRM

    In this article we'll cover the basics for getting started with Delivra's CRM product. You'll want these items handy to begin: Prospective companies list Sales cycle stages Sales rep access list P...

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    Stephanie Price-Bell created an article,

    What is company type?

    When creating a Company in the Contacts dashboard, you may have noticed a Company Type drop-down menu. The company type is not a required piece of creating a company record, but it is recommended. ...

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    Stephanie Price-Bell created an article,

    What is deal type and can I edit the selections?

    When creating a Deal in the Sales dashboard, you may have noticed a Deal Type drop-down menu. The deal type is not a required piece of a deal, but it is recommended. Based on market research we cre...

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    Stephanie Price-Bell created an article,

    What is a Deal?

    In the Basic CRM product, you have the ability to create Deals. A deal is a prospective company that is in your Sales pipeline. Deals include information about the company itself, pipeline stage, v...