Help Desk

Creating New Custom Fields Here you will be able to create custom fields as per your objective. Custom Field Options 1. Single Line Text Also known as “single-line text”, this text field is used when requesting the user to input a small amount of text as their answer. 2. Multi Line Text Field Also known […]

Custom Values Custom values make your CRM run on autopilot. When set up correctly, you can eliminate most of the repetitive actions you have to perform when sending emails, building websites/funnels etc. Adding a New Custom Value You can create your own custom values as per your requirements. Below is how you can do it.

Add Custom Value Add Custom Value Adding Custom Value Name You will name the custom value for you to know what the custom value is about. As shown in the example below, we have created a custom value for a website so we have named it as “Website” Adding Value to be used in Custom

Google Connecting your Google accounts will give you the ability to manage and view different Google products inside of your CRM including Gmail SMTP (Google Workspace), Google My Business, Google Ads, and Google Analytics. Once you have connected your Google account it will look like the picture below. Sign in to Google Click on the

Google My Business Once you connect your Google Accounts, you will have the ability to manage your Google My Business location from inside your CRM! After connecting your GMB location, you will be given the choice to manage all GMB messaging inside your CRM, as well as install call tracking! Call tracking will place a

Facebook & Instagram This integration allows you to manage your Facebook business page/pages and Instagram business page/pages from your CRM. This includes conversations, lead forms, ad campaigns, etc. Before you connect your Facebook and Instagram to your CRM, you will have to ensure that a few of the settings are already in place. Below are

Connecting Facebook & Instagram Connect tab lets you connect your Facebook and Instagram to your CRM. When you have already connected your social account, this tab will let you deselect that social account from your CRM. If you see either FB or IG or both icons in a gray color that means it is not

Microsoft Outlook Connecting Outlook Scroll down to the Outlook calendar tab in the profile section of your CRM to link your outlook account to your CRM location. Click on the “Connect” tab to proceed ahead. Sign in to Microsoft account Sign in to your Microsoft account with your login credentials, and allow Leadconnector to access

Zoom Meetings ​ Connecting zoom account Clicking on connect tab will initiate the process of connecting your zoom account to your CRM. You will be taken to the zoom sign-in page for this. Sign in to Zoom 1. Enter your username. 2. Enter your Password 3. Click on “Log In” Enable App Approval 1. Turn

Tags NOTE: Depending on your user permissions, you may not have access to all of the components. All Tags In this section, you can create and manage contact tags. Tags are used to identify contacts as well as to trigger other actions like adding that contact to a workflow or email sequence! You can also