Taskboards and Drips

Overview Imagine being able to organize your workflow visually—moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . This article will review: ...

Overview service minder  Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...

Overview Drips is an add-on feature within service minder . If you do not see Drip in the side navigation panel, then you cannot utilize this function without purchasing. You may want to consult your brand before doing so.  Drips includes two ...

Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder  to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...

1. If the brand builds and launches changes to the taskboard, will all of my cards on the taskboard disappear and be wiped out? It could. Usually, if the taskboard swim lanes don't change that much - all contacts and proposal cards stay where they ...