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The Bright Balloon

Mar 22, 2022

Whether you're a 17hats user, you use another CRM or you simply want to learn more about what to look for in your first CRM, listen in to this episode jam-packed with automation and customization tips. 


Nicole is the one who helped me refresh my 17hats account and she joins us again to share 7 of her favorite features of the platform.


After this chat, I've already gone back into my account and made some exciting updates. Take a listen, pick one to take action on and let us know what you chose! 




05:00 - building a quote

06:55 - workflows from choices

08:56 - multiple calendars

11:56 - custom fields

15:17 - to-do's

18:50 - Zapier connection

21:59 - project tags




17 Features of 17hats

Havin' A Party Wholesale 

17hats CRM (Customer Relationship Management) Tool






The LASER Focused Solopreneur 

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