Understanding Date/Time Formats: Roles and Access Levels: Adjusting Dashboard Permissions: Edit Option Click “Edit” next to the user you want to adjust permissions for. Select “User Permissions” In “User Permissions,” make the necessary changes. Dashboard Permissions Dashboard Stats : Grants access to the entire Dashboard. This is view only for Account Admin and Account users. ..
Author : data data
Overview of SMS Section The SMS section within the CRM offers a detailed overview of text message activities. This includes a complete display of counts and percentages for various SMS statuses such as sent, delivered, clicked, and failed messages. Understanding these metrics is crucial for evaluating the effectiveness of your SMS campaigns and making data-driven ..
SMS Attachment Size Limits Overview: Sending multimedia messages (MMS) via SMS is a powerful way to engage with your audience. However, it’s crucial to understand the size limitations imposed by carriers and the CRM to ensure successful delivery. Details: – MMS Capability: Ensure your number is MMS capable. This information can be found in your ..
Ensuring Proper Access and Settings Verify Admin or Manager Status: To enable messaging integration, you must have admin or manager access to the GMB account. This level of access is necessary to adjust settings and permissions. Disable Messaging in GMB: Navigate to the messages tab within your GMB account and ensure the messaging option is ..
This article serves as an in-depth guide designed for users of our CRM system who wish to leverage the power of Facebook integration to enhance their customer relationship management. Whether you’re a seasoned marketer, a customer support specialist, or a small business owner, this guide will walk you through the process of connecting your Facebook ..
Here’s a quick guide on how to start using Text 2 Pay to collect payments easily. Make Sure Stripe Is Connected To receive payments and use Text 2 Pay, make sure your Stripe account is connected, to do this go to the Payments tab, then Integrations. Here’s a quick guide on how to connect Stripe to your CRM. ..
The ability to record calls and listen back to them at a later date is amazing. Especially if you are working in teams where multiple people handle client communication or sales.Call recordings are helpful even if you aren’t working in a team. Did you forget something your client said? No worries you can listen back ..
Exploring CC and BCC Features in Email Our email composer has some cool features that help you send emails to different people in a smart way. These features are called CC (Carbon Copy) and BCC (Blind Carbon Copy), and they make your emailing experience better. What are CC and BCC? Imagine you’re sending an email ..
To listen to a call recording with a particular contact, open up the conversation timeline with that contact. To do so you search for the contact’s name in the search bar. Once you’ve found the contact you can scroll through the conversation timeline to find & listen to any call recordings. Simply click play. You ..
In order to send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom left corner of the conversation window. Upon clicking this button, a message box will appear, allowing you to compose and send your email within the context of ..