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Feature guide

Use Website Promotions with confidence

Holiday promo bar, cookie consent, and popup controls for the public website.

How to use Website Promotions

Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.

1

Open the feature

Start from the related area in etellu and choose the record, customer, or workflow you want to work on.

2

Add or review the details

Enter the information the team needs, then check that the saved record matches the real situation.

3

Take the next action

Assign work, send a message, update a status, or complete the workflow from the same context.

4

Check the result

Return to the record or dashboard to confirm the update and continue the follow-up.

Where it helps

Website Promotions helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.

Best next step

Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.

Ready to use Website Promotions?

Sign in and continue from the customer, lead, task, report, or billing area connected to your work.

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