A Simple Tagging System for Keap

Here’s the truth: Keap’s reliance on tags is amazing but also a kick in the pants. Using tags to segment data as well as firing automation gives you a lot

graphly product roadmap

2 Refinements, 1 Addition and a Product Roadmap

You asked. We delivered. Ever since we launched our Criteria Builder, users have asked us if in addition to filtering reports with contact record data (and more recently note|task|opportunity records) to also be able to select criteria from invoice and order records. Well now you can 🙂

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