Discover what’s new, what’s improved, and how to use it—all in one place.
We’re dedicated to keeping you up-to-date and elevating your learning experience.
Be sure to bookmark this page - https://Raichel.ai/blogs
and visit often to see how we're continuously working to support your success.
Home Button = most recent post
NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
our entire library of updates.
NOTE: Before using the search bar, tap Home first. This refreshes the feed so you’re searching our entire library of updates.
NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
our entire library of updates.
Raichel.aiUse Task Status as a Goal Event to move contacts to the right workflow branch when a task is created or completed. See how this new option works!
Raichel.aiManaging internal to-dos that aren’t tied to a person inside the CRM was impossible; however, we understand that it's necessary to have a smoothly running business. So, with this update, you can use workflows to automate those tasks thanks to the removal of the “must have a contact” blocker. Let’s check it out!
Raichel.aiThe Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It’s a vital part of the smooth operation of your business, and we’re happy to announce a few updates that will make it even more convenient for you!
Raichel.aiKeeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.
Mail
Facebook
LinkedIn
X