Video Email, Automated Deal Stages, Pending Autoresponder Details and Action Set Updates

We’ve got some great new things in our latest update. Check them out!

Video Email

Include videos in your emails with our new Video Email options. Take a look at how it works:


Click here to get the Email Templates you need to use in your accounts.


Attach Action Sets to Deal Stages

Automate your workflow in the Deals by attaching Action Sets to Deal Stages.



View Details of Pending Autoresponders

You can now see the details on Pending Autoresponders. This is especially helpful for your support team.

PendingAutoresponder (1)


Use Single To-Do’s in Your Action Sets

We’ve added the ability to add a single To-Do to an Action Set. Before you could add a To-Do Plan, now you can also do a single To-Do.


Send Longer Email Notifications in Your Action Sets

We’ve increased the space in the Action Set Send Email Notification. You can now send longer emails.

Some of these features are complex. Please let us know if you need help getting them going. You will want to add these videos to your help videos also. Let us know if you need help with that too.