Map Fields When you dont have any existing Facebook form fields mapped already, you will need to select this option to map the Facebook form fields. Before mapping the Facebook form fields, make sure you have created required custom fields in custom fields area of the CRM as this will be required to map the […]
TikTok In this section, you will be able to learn more about how to integrate TikTok and add TikTok lead Ads workflow. How to Integrate TikTok We will walk you through the step-by-step process of integrating your TikTok business account into your CRM. Add Your TikTok Business Account Once you are done enabling the TikTok
Shopify Here we will cover the steps needed to connect Shopify store. Shopify integration allows you to manage your store from inside of the CRM. Integrating Shopify store is a 2 step process : 1. Create a Custom App in your Shopify Store. 2. Connect Shopify to your Account. Step-1: Creating a Custom App Before
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
Integrations You can connect various other platforms to this software such as Google, Facebook, Instagram, Stripe, and more with integrations settings!
Teams In this section, you can add, edit, or remove teams (or pools) of users in your system. This can be helpful if you have a sales team, customer service team, etc., and need to differentiate between them. NOTE: Depending on your user permissions, you may not have access to all of the components. Team
Phone Numbers Here you can buy a phone number for business communication and use it for calling or texting. SMS Providers This will show you the SMS service providers you have connected to your CRM location. Phone Numbers 1. Default number for outbound 2. Name you have given to the phone number. 3. List of
Profile Your Profile Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. NOTE: Depending on your user permissions, you may not have access to all of the components. Personal Information Upload
Notifications Here you can manage your preferences for the notifications that appear on the CRM dashboard. If a user is associated with multiple sub-accounts, they can set different notification preferences for each sub-account. Notification preferences set or updated under a sub-account get applied to the specific sub-account, and not all the sub-accounts user is connected
Step 1: Team & Event Setup The first step includes calendar information such as name, description, and other details. 1. Calendar Name Give your calendar a name. The name will show leads and customers the reason they are scheduling an appointment. 2. Calendar Description You can go into more detail about the topic and subject
Step 1: Team & Event Setup Read More »
