Settings
In Decktop
Website
Go to Sites tab > Website tab > Click Add Website or Existing Website button
In Decktop
Edit Staff Member
Go to Settings tab > My Staff tab > Select Edit Icon
Edit and click Save for any changes. (To export contacts Employee must be a Admin)
In Decktop
My Profile
Go to Settings tab > My Profile tab
Change any info > click the Save Button
Add Email signature here
Go to Settings tab > My Profile tab
Change any info > click the Save Button
Add Email signature here
In Decktop
2-Way Email Sync
Connect to sync incoming & outgoing emails between the CRM & your personal email account.
Go to Settings tab > My Profile tab
Go to Email (2-way sync) section > connect email
General
In Decktop
Business Profile
Go to Settings tab > Business Profile tab
Enter or edit any information then click Save.
In Decktop - Used in mobile app
Customs Fields
Got specific information in a category you need from your customers?
Create a custom field to collect and hold the details that are essential to best serve your customers.
Add a Custom Field
Go to Settings tab > Custom Fields tab > click Add Field button.
Add Folder - Group Custom Fields in folders for better organization.
Types of Custom Fields (When Adding a new one, there is a visual example)
Text Input - Single Line / Multi line / and Text Box List.
Values - Number / Phone / and Monetary.
Choosing Options - Dropdown(single) / Dropdown (multiple) / Radio Selector / Check Box / Date Picker.
Other - File Upload / Signature.
In Decktop
Customs Values
A Single line of info about your business that can be used throughout the software platform. Such as, Business name / Phone numbers / Company Logo / Company Colors / List and order of task, Etc…
In Decktop
Brand Board
Set your Logos, colors and Font that is saved and can be used all over within the platform.
Navigate - Go to Settings tab > Click Brand Boards tab
In Decktop & Mobile app
Phone Numbers
Capabilities
Calls / SMS / VoiceMail drop / Bulk SMS messages / Auto send messages from Automations after an action has accrued.
One number
Set Up Options
Calls going out - one number, every staff member can use.
Calls coming in - two options
1. Calls go to one assigned Staff Member (coming directly to the app or sent directly to their phone number)
2. Calls ring to everyone signed in the app
number for every Staff member
Calls and sms incoming & outgoing - are directly connected to staff member only.
Settings
In Decktop & Mobile app
Email Services
Connect your email
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