Default provider Let’s you select the default email service provider in case if you have multiple email providers connected to SMTP. All new accounts will, by default, use Lead connector – Email, but a third-party SMTP provider can be integrated anytime. Edit Tab This tab lets you edit the selected email service provider. We will […]
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Connecting Domains In this section, you can connect your website domains to your CRM which will give you the ability to build and manage your website directly inside your CRM! We strongly advise that you speak to your CRM administrator or a web developer before performing these actions. NOTE: Depending on your user permissions, you
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Contact – Full name – {{contact.name}} Contact – First name – {{contact.first_name}} Contact – Last name – {{contact.last_name}} Contact – Email – {{contact.email}} Contact – Phone number – {{contact.phone}} Contact – Phone number Raw – {{contact.phone_raw}} Contact – Phone (Recommended for trigger links & UTM): Tel – {{contact.phone_raw}} Contact – Company name – {{contact.company_name}} Contact
Section Components Conversation Header Here you will see the contact you are having a conversation with. You will be able to perform a few actions such as; Customer’s Name ****The name of the customer’s chat you are in will be displayed here. Mark as Starred/Unstarred You can Star a conversation by clicking on this button,
No Manual Actions Once you see this message, it means the selected user has no manual actions left to complete! This will change as you switch selected workflows and users. Choose Campaign/Workflow Manual actions will be different depending on which workflow/campaign you have selected. In order to see manual actions from different workflows and campaigns,
Name Template Your template will need a name. Remember, naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer. Create SMS Template In this body section, you can create your SMS template! Attach Files To SMS You can attach
Name Template Your template will need a name. Again, remember that naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer. Add Subject Line Give your email template a subject line here. Create Email Template In this body section,
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If you have multiple calendars connected to your CRM, or if you’ve created multiple calendars, you can filter which calendar you want to look at by using this drop-down tab. Change Date Range You can change the date range of your calendar in order to see scheduled appointments for the month, week, or day.
Appointment Actions n this column, you can change the appointments’ status or cancel an appointment. Here are all the appointment actions: Confirmed Reschedule Invalid Cancelled Showed No-Show Delete Scheduled Appointments List Name Of The Contact In this column, you can see exactly who scheduled the appointment with you or your team. Requested Appointment Time In
Manually Scheduling Appointments If you would like to schedule a new appointment manually, you can do so by clicking the “+ Schedule Appointment” button here. This is especially useful for phone sales or live chat sales. Appointment Panel Options Choose a Calendar When scheduling an appointment, you will need to first choose a calendar you’d
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