General Articles

[arve url=”https://drive.google.com/file/d/120NGJ0LDscre4WxVMYwCXMwafjWjbCAO/view” /] Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard: Row 1: Opportunities: Number of Leads in your Pipeline […]

Here’s an overview of your account settings. 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. Below we will highlight some of the most important and foundational elements. NOTE: Depending on your user settings, you may see different options.

How to Properly Set Up Time Zones (for users and leads) You always want to know that your leads are getting the right communication at the right time. 2 AM almost never goes over very well. There are multiple time zone options for both users and leads that can impact the timing of campaigns. This

While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain and even keep the appropriate path in a permanent redirect. You can even utilize Cloudflare as a DNS manager without changing where your

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize your system, by automating information so you can send out customized communication more quickly. For example, an email templated can say “Hey {{

Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact > Last name: {{contact.last_name}} Contact > Email: {{contact.email}} Contact > Phone: {{contact.phone}} Contact > Company name: {{contact.company_name}} Contact > Full Address: {{contact.full_address}} Contact > Address 1: {{contact.address1}} Contact > City: {{contact.city}}

Using the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts. From a SMS blast, to bulk adding contacts to a campaign or workflow, to sending out a drip email, and more, there are many options for using Bulk Actions. If you create a Bulk Action

The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within your system. You can easily click into any found entry, or create a new entry if the query yields no results. Check out these simple steps for how to use the Universal Search: Step 1: Navigate to the dashboard menu.

General Data Protection Regulation (GDPR) is Europe’s recent data privacy and security law. Effective May 25, 2018, it is the toughest privacy and security law in the world. Drafted and passed by the EU, it obliges organizations anywhere in the world if they are targeting or collecting data related to people in the EU, whether

You can connect an Instagram business account to use in the Social Planner Social Media Tool. With this feature, you can manage your social accounts for Instagram, Google My Business (GMB), and Facebook all in one place. You can save time by scheduling posts, and also learn what your social media audience thinks by viewing