Tag - contact info

Get a quick overview of the features and where to find them so you can decide which feature you want to learn first and start using right away. Note: this tool is designed to be flexible and customizable! As such, it has a TON of features and you don’t need to use all of them ... Read more

The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features. What’s Included In this tutorial, ... Read more

It happens to every business eventually. An email bounces and, if your Fern CRM system is setup correctly, the contact is tagged, DND is enabled, and someone on your team is notified to look into it. If you don’t already have that set up, get the done-for-you template from us! (Template includes the Bounced Email ... Read more