Marketing Page
Step-by-step instructions on how to use the Campaign.
21 articles
How To Create Email Template ?
How To Create A Campaign ?
How To Schedule Email Campaign ?
How To Send A Campaign Based on Account
How To Use the Regular Automation?
Email Campaign StatsGlossary of Terms
How To Automate Birthday wishes?
How to Set a Marketing Activity?
How to Access Your Marketing Suite Invoice
How to Review and Activate Email Automations as a Company Admin
Quick Guide: Using AI in Email Templates ?
How to Use the Schedule Automation?
Refinance Opportunity Automation Trigger
How to create an automation based on Title conditions exclusively for Transaction triggers?
How to add Smart Lists to Scheduled Automations?
How to Set Transaction Anniversary in Automation?
How to Use the Marketing Suite ?
Milestone Automation: From Lead → TBD → Active → FundedThis article walks through the complete borrower lifecycle inside Accountable CRM, showing how a contact moves from a new lead all the way to a funded loan—while automations handle communication…
How to Set Contact Lead Stage is Changed in Automation Trigger?
How to Set Transaction Date Added in Automation Trigger?
How to Set Transaction TBD Stage is Changed in Automation Trigger?