Overview In this section, you can see all review requests that you’ve sent out, whether they have been submitted or not, as well as the information of the customer who received the request. Note: Depending on your user permissions, you may not have access to all of the components. Send Manual Review Requests You can […]
Requests In this section, you can see all review requests that you’ve sent out, whether they have been submitted or not, as well as the information of the customer who received the request. NOTE: Depending on your user permissions, you may not have access to all of the components. Send Manual Review Requests You can
Reputation Management In this section of the settings, you have the ability to fully customize the look and feel of your review requests, along with an awesome website widget that shows off your company’s reviews! Depending on your user permissions, you may not have access to all of the components. Send Manual Review Requests You
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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
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
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Step 2: Calendar Availability Next step, we need to establish the availability settings for this particular calendar. Appointment Slot Settings Here you will see the availability slot and interval settings. These give you control over the time, length, and quantity of appointments scheduled. 1. Slot Duration This setting allows you to choose the length of
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Step 3: Calendar Confirmation Form Settings Every calendar has a basic form by default attached to it. This captures name, email, phone number, and gives space for a custom message. 1. Use Custom Forms If you’ve built a custom form in your CRM and would like to use it in this calendar, you can select
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Custom Fields Custom fields are used to capture any information you would like to collect from a customer through your surveys or forms. Organizing Custom Fields In this section, you are able to create custom fields. Custom fields are used in forms and surveys to capture data and information that is outside the scope of
