Audit Logs are a vital component of the CRM that provide a detailed record of all activities and changes made within various modules such as contacts, calendars, opportunities, and communication. These logs are instrumental in tracking the source of changes, thereby ensuring data integrity and facilitating troubleshooting. Accessing Audit Logs To begin working with Audit ..
Archives : August-2024
Integrate TikTok and create a TikTok Lead Ads workflow to collect information from your prospects via TikTok straight to your CRM! With this guide, we’ll walk through integrating your TikTok business account, and how to set up your TikTok Lead Ads workflow. How to Integrate TikTok Here we will walk you through the step-by-step process ..
Here we will cover the steps needed to connect Shopify store. Shopify integration allows you to manage your store from inside of the CRM. Integrating Shopify store is a 2 step process : Step-1: Creating a Custom App Before we setup integration you need to create a custom app in your Shopify store. Selecting “Apps” ..
Opportunity Pipelines If you want to maximize your opportunities in this CRM, don’t forget to explore its Pipelines tab. By doing so, you’ll be able to create, manage and organize the pipelines to start making profits. We suggest visiting the Opportunities tab after reading this guide to get a solid comprehension of the entire picture. ..
Within the phone numbers tab of your CRM, you have the capability to purchase phone numbers specifically for your business communication needs. These acquired numbers can be utilized for various purposes, such as making calls, sending text messages, or monitoring and tracking communication activities. SMS Providers When you open the page you will see ..
This article is intended for users of the CRM who wish to leverage Google Meet for virtual appointments. It is suitable for all skill levels, from beginners to advanced users, and aims to provide a clear, step-by-step guide to integrating Google Meet with the CRM. Integrating Google with the CRM Overview The first step in ..
Introduction Welcome to our easy guide on setting up a double opt-in system in your CRM! If you’re looking to make sure your email list is filled with people who really want to hear from you, and you want to keep things legal, especially under rules like the GDPR, you’re in the right place. This ..
This article serves as a comprehensive guide for users who need to reset their password within the CRM. It is designed for users of all levels, whether you have forgotten your password or simply wish to change it for security reasons. The process varies slightly depending on your user permissions within the CRM. This guide ..
Gmail 2-way Sync Two-way sync for Gmail allows users to integrate their Gmail account with the CRM and enables the synchronization of emails between the two platforms. This integration creates a connection between the platforms when the first email is sent from the CRM, and all subsequent emails in the thread will be synced between ..
Introduction We are committed to protecting the privacy of our users and their customers. We stay appraised of developments in data protection laws to ensure that you can be confident in your safety while using our platform. This page is intended to explain what the rules are, how they apply to your use of the ..