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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