Help Desk

Custom Values

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.

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Google

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

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Facebook & Instagram

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

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Microsoft Outlook

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

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Zoom Meetings

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

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Tags

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

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