Account Management

You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will show you how to select either or both of those options. Step 1: Navigate to Settings > My Staff > Team Management. Step 2: Choose the User you wish […]

Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone number, website, company logo, and any other information pertaining to your business. Step 1: Access Company settings Navigate to Settings > Business Info > Company Data Fill out the relevant information Click

The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage your team. Step 1: Access Team Management Navigate to Settings > My Staff> Team Management. Click “Add Employee” to add a new team member. Click

User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these steps below: Navigate to Settings > My Staff to access Team Management and Teams. Under Team Management, choose the User you want to edit (information or permissions). Click Edit. To update basic User Info such as name, email, phone

In this article, you will learn how to reset your password, if you forget it, or just want to change it. Depending on your permissions, you will either need to reset it in your Profile or in Team Management. Step 1: If you don’t see Team Management, use the Password Reset in the Profile Section. Navigate

Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. Step 1: Create Custom Fields Navigate to Settings > Custom Fields Click “+Add Custom Field” Choose from the Types of Custom Fields.