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. ..
Category : Settings
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 ..
Adding a New Custom Value You can create your own custom values as per your requirements. To start, all you need to do is click the green Add Custom Value button. Once you do this, a text box should appear that will allow you to input both the name and value of your desired custom ..
Overview Presenting the groundbreaking Conversation AI from our CRM. Harness the power of our AI-driven automation to enhance your customer engagements. The Conversation AI is a sophisticated feature that uses AI technologies to improve customer communication and automate the scheduling of appointments. It primarily operates in two modes; Suggestive Mode In this particular mode, ..
Manage Profile Settings Here’s an overview of the company settings tab in your account settings management area. NOTE: Depending on your user permissions, you may not have access to all of the components. General Information Location ID This shows the current location ID of the company. You can copy the ID link by clicking on ..