When you first log into the system, the first item you will see is the Dashboard. This is a broad visual overview of your business including opportunities, pipeline value, and conversion rate, and gives you a greater understanding of where your business i ...
In this article, I'm going to show you how to use one of your platform's most commonly used features - the dialer. We'll explore both the interface and its various features. The dialer button is visible from every view of your platform, and is found in t ...
Connecting Facebook/Messenger When your Facebook page is connected to your CRM system, you can conveniently access incoming Facebook messages directly within the conversation tab of your CRM. Once you are fully connected, your Facebook&Instagram int ...
Conversations Overview In this section, you can easily stay connected to leads, clients, prospects and more through messages and emails. Stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more. If you ...
Merge Fields (Custom Values) Custom Values are a valuable item in your CRM, making repetitive tasks easier to manage and personalize emails, SMS messages, funnels, websites, and more! There are eight categories of custom values that you can utilize all t ...