Getting started guide
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Welcome to Pullpath
Getting started
First pullpath
Editing
Testing
Launching
Results in the CRM
Your next pullpath
Templates
Overview
Interactive newsletter
Intro to the team
Complete user profile
Recognize Contribution
Ask for testimonials
More templates
Additional topics
Groups & tags
Path performance
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First pullpath
After you sign in to the
CRM
, you should see a monthly newsletter path template pre-loaded for you. You can click
Edit
on the right to start.
If you don't see a path, then you can
click here to download a monthly newsletter template
and then click the top right drop down,
Create a path
,
Import paths
.
Just find the .zip file you downloaded and click import. After a minute or so the page will refresh and you'll see the imported path.
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Welcome to Pullpath
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Editing
Last modified
8d ago
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