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What's New with GreenRope
1. W H AT ’ S N E W
P R E S E N T E D B Y L A R S H E L G E S O N , F O U N D E R & C E O
2. A G E N D A
EU-US and Swiss-US Privacy Shield
New Import UI
Zapier + CRM Connector Zap
Hide Store Item Categories
Project Manager - Task Comments
Document Preparation & Generation
Digital Signing
Journeys - Importing/Exporting, Workflow Restarts
3. OUR MISSION
is to provide the most innovative and complete sales and marketing platform,
backed by the best service and support to enable maximum ROI and growth.
4. • Updated Privacy Policy
• BBB is the agency for dispute
resolution
• Dedicated to protection of your data
P R I VA C Y S H I E L D
5. N E W I M P O RT U I
• HTML5 (not Flash)
• Works on all browsers
• New reporting for duplicates
and errors
• Faster
6. • Independent third party integration
software
• Free low-usage subscription
• New tab in Account Settings
• New CRM Connector Zap for
GreenRope VARs
Z A P I E R
7. H I D E S T O R E I T E M C AT E G O R I E S
Easily remove blocks of items from your storefront
8. P R O J E C T M A N A G E R
TA S K C O M M E N T S
Update task notes with mentions
Leave messages for each other
9. D O C U M E N T S
• Media Library > Documents for
creating templates (note
placeholders)
• Contacts > CRM panel to attach
document to contact record
• Send for Review/Signature
• Attach to workflows
10. J O U R N E Y D E L E T E / I M P O RT / E X P O RT
• Can now delete journeys
• Import/export as JSON file
• Perfect for creating a library of proven
automation techniques
• Workflow journey restart options
(Automation > Workflow Manager)
11. T H A N K Y O U
F O R L I S T E N I N G A N D E N G A G I N G
O U R S U P P O R T T E A M : S U P P O R T @ G R E E N R O P E . C O M