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Use your Keap Business Line to send your Keap booking links so that your contacts can book appointments right on your calendar without all the back-and-forth. To make this easier, we put a shortcu...
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Starring Keap Business Line messages let you save or bookmark specific messages in a conversation so that you can find it easily in the future. Starring messagesTap on the message you would like to...
Christina Rodriguez created an article,
To find a specific conversation with a contact, you can search your conversations. To do this:Go to the Communications tabTap the magnifying glass to searchEnter a name or phone number to find comm...
Christina Rodriguez created an article,
Each time to you move a deal to a different stage, the Deal activity feed will make a record of the event with a date and timestamp.To see the Deal activity, simply open any Deal card (either by go...
Christina Rodriguez created an article,
Send customized emails from deal cards within your Pipeline. With full rich text editing capabilities, you can add bullet points, change font sizes, link to URLs, and more! Add a new Pipeline Avai...
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Easily view deals as they move across sales and project pipelinesFilter dealsClick the filter buttonOrClick an active filter on your PipelineSelect a type of filterSet the criteria for the filterIf...
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Customize deal outcomesClick the more options buttonClick Manage pipelinesClick Pipeline optionsRename the positive and negative outcomesClick Save
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You can quickly update the status of a Pipeline Deal while viewing a contact record.Click on the Pipeline card in the Contact activity section of the contact recordClick on the current Status of th...
Christina Rodriguez created an article,
Pro-Tips!The activity feed in the deal card will update based on the invoice or quote being created and sent.The quote or invoice will be assigned to the primary contact on the deal by default. You...
Christina Rodriguez created an article,
The Playbook widget allows immediate access to your Getting Started checklist tutorials anywhere in the product. Instead of going back and forth between various areas of the product and then back ...
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