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LukeMacaulay · 12-19-2022

LukeMacaulay · 07-28-2022

You can add new task management task types in settings.TM tasks do not need to be directly linked to a job altough if you are using it for things like AR, tech debrief (I assume this is the debrief conversation that happens or is supposed to happen a...

LukeMacaulay · 07-28-2022

Weekly 1 on 1's are a great way of staying engaged with employees. It helps you stay in front of employee unhappiness and keeps you engaged with your direct reports. This goes for everyone from CEO/owners, all the way down to supervisors/team leads. ...

LukeMacaulay · 05-20-2022

The filter is labeled "Membership End Date" not next billing date. Once the audience is built in Marketing Pro, you can create an automated campaign.

LukeMacaulay · 05-12-2022

@deborahc, how long are your memberships set up for? If it is a yearly membership and you have MarketingPro, you can filter by membership group in the audience builder and then "Membership End Date" with a dynamic date range of your choosing. I have ...

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