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
Creating New Custom Fields Here you will be able to create custom fields as per your objective. Custom Field Options 1. Single Line Text Also known as “single-line text”, this text field is used when requesting the user to input a small amount of text as their answer. 2. Multi Line Text Field Also known
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Custom Values Custom values make your CRM run on autopilot. When set up correctly, you can eliminate most of the repetitive actions you have to perform when sending emails, building websites/funnels etc. Adding a New Custom Value You can create your own custom values as per your requirements. Below is how you can do it.
Add Custom Value Add Custom Value Adding Custom Value Name You will name the custom value for you to know what the custom value is about. As shown in the example below, we have created a custom value for a website so we have named it as “Website” Adding Value to be used in Custom
Pipelines Opportunity Pipelines Here you will be able to create, organize and manage the pipelines that make up your opportunities section. If you have not yet visited the “Opportunities” tab in your CRM, we recommend you take a look after this help guide is complete so you become familiar with it. NOTE: Depending on your
Business Profile Manage Profile Settings Here’s an overview of the company settings tab in your account settings management area. NOTE: Depending on your user permissions, you may not have access to all of the components. General Information 1. Location ID This shows the current location ID of the company. You can copy the ID link
Team Management Here’s an overview of the team management settings in your account settings management area. In this section, you can add or remove users from your account. NOTE: Depending on your user permissions, you may not have access to all of the components. Team Members List In this area, you will see all the
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
