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Getting Started

Dashboard

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.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Dashboard Data Tiles

Your dashboard is made up of many different pieces of data that give you a 10,000 ft view of your activities and success in your CRM! Below are the different data tiles that you will see, and what they are used for:

Oportunities

Number of Leads in your Pipeline.
 

 

Pipeline Value

All of your Leads’ total worth.
 
 

Conversion Rate

Percentage of your ‘WON’ Leads/Accounts.
 
 
 

Funnel

A visual representation of what stages your Opportunities are within your Pipeline.
 

 

 

Stages Distribution

This is a cyclic graph of your Pipeline. 
 
 

Manual Actions

An overview of all your manual actions.
 
 

Tasks

A list of assigned tasks for one or all users within your Account.
 
 

Lead Source Report

Here you can see where your leads came from and what their values are.
 
 

Google Ads Reporting

This is a quick overview of your Google Ads reporting. You can find many more details in the “Reporting” section of your CRM.
 
 

Google My Business

This is a quick view of your Google My Business (Now called “Google Business Profile” listing performance such as website visits, phone calls, searches, and interactions.
 
 

Google Analytics Data

This chart shows a visual representation of your Google Analytics data on a monthly timeline.
 
 

Website Visitors

Here you can see a breakdown of your website visitor demographics including age, gender, device type, and the overall conversion rates.
 
 
 
 

 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Conversations

Here are the articles in this section:

Conversations
Manual Actions
Templates
Trigger Links

Articles

Conversations

In this section, you will be able to send and receive messages and emails to leads, clients, prospects, and more! If you have integrated your Facebook page and Google My Business page, you will also be able to use this section to communicate via those channels.

NOTE: Depending on your user permissions, you may not have access to all of the components. 

Section Components

Filters

You can navigate between unread, recent, and all messages. 

  • Unread – Messages that have not yet been marked as read. 
  • Recents – Shows your most recent messages, regardless of whether they were read or not.
  • All – Shows all of your messages.

Filter By “My Chats”

You can also filter the conversations based on who is assigned to any specific chat. Click on the small icon shown below to open a popup that will give you the option to choose either “ALL CHATS” or “MY CHATS”. There are multiple ways to assign contacts and conversations to specific users in your CRM. Click here to learn more: How to assign contacts to specific users

Conversations List

In this area, you will see all the conversations in this account. To filter these conversations, you can either filter by status or use the search bar to filter by specific contact information.

Header Buttons

Here you will see the name of the contact you are having a conversation with.

You can perform other actions such as;
 
Archive/Unarchive
 
You can archive/unarchive this contact by clicking on the “archive” icon. When you archive a contact, the contact won’t appear under the “Recent” filter column but would still be seen in the “All” filter column unless it is unarchived.
 
 
Mark as Unread/Read
 
You can decide to mark a contact as “Unread” especially when you want to access the conversation later and don’t want it to get buried in the conversation list. You can navigate through the “Unread” filter to access the conversation.
You can also mark a conversation “Read” in the same manner and access it in the “Recent or All” filter.
 
 
Delete
 
By clicking on this icon, you can delete a conversation. Once you delete a conversation, it deletes forever, it cannot be undone.
 

 

Conversation Logs

Here you will see all the conversation logs between you and all your contacts. These messages are identified by source/type, as well as timestamped for organizational purposes.
 
 

Take Section Quiz

Click the link below to take a quiz on the subject matter in this help article! This quiz is intended to help you fully understand the above information, and help you remember all the buttons and components! Don’t worry, you can take this quiz as many times as you want in order to fully learn the content and subject matter! This is 100% for your benefit and help you learn!
Take Quiz here
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Manual Actions

In this section, your can track all your manual actions. If you are the assigned user of a manual action, you will also be able to start completing those manual actions in this section.

NOTE: Depending on your user permissions, you may not have access to all of the components.

No Manuel Action

Once you see this message, it means the selected user has no manual actions left to complete! This will change as you switch selected workflows and users.

Choose Campaign/Workflow

Manual actions will be different depending on which workflow/campaign you have selected. In order to see manual actions from different workflows and campaigns, use this drop-down selector.
 
 

Select Assignee

Manual actions will also be different depending on which assignee you have selected. In order to see manual actions from different assignees, use this drop-down selector.

Set Manual Actions

If you want to start a manual action, simply click this button and your CRM will either begin making a phone call or bring you to the contact’s section to start a textual conversation.

Manual Actions List

  • Contacts

This column will show you the customers or leads that are assigned to certain manual actions.

  • Campaign/Workflow

Here you will see the workflow or campaign that manual actions were created in.

  • Date Added

This is the date that the manual action was created. This is great for tracking tasks and the time your employees are taking to complete them.

  • Assigned to User

This column will show you the CRM user that has been assigned to a particular manual action.

  • Type of Manual Action

Here you can see whether a manual action is a manual call or manual SMS.

  • Delete Manual Action
  • If you created a manual action by mistake, or need to delete it for some reason, you can do that by clicking the icon here.
 

View Manual Actions in Dashboard

You can also track your manual actions in the dashboard of your CRM in the section that looks like this. This is very useful to get a quick view of the pending manual actions pending, as well as what kind of manual action they are.
 
 
 
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Templates

In this section, you can create text message and email templates, so your team can quickly respond to common questions about your products or services.

NOTE: Depending on your user permissions, you may not have access all of the components.

Created Templates List

  • Template Name

You can view your templates by name here.

  • Template Body

Here you can see what your template body consists of without having to click in and edit the template.

  • Template Attachments

Here you can see what attachments are included in your templates.

  • Template Type 

Here you can view all your template types, i.e whether SMS or Email.

Edit Templates

You can search and view all your templates by template name here.
 
Clicking this button will open up the template editor.
 
 

Delete Templates

Clicking this button will delete your template. Be careful, once deleted it is gone forever.

Adding New Templates

If you want to create a new template, click here to choose between an SMS template or an Email template.

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Calendars

Calendars
Appointments

Articles

Calendars

This section gives you a quick yet decluttered view of your calendar. It also allows you to switch seamlessly between all created calendars in your CRM, whether you need to look at your personal calendar or your sales team’s calendar.
 
Remember, these calendars are synced to your Google or Outlook account and can also be controlled/edited using your Google or Outlook calendars outside of this CRM.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Change Calendars

If you have multiple calendars connected to your CRM, or if you’ve created multiple calendars, you can filter which calendar you want to look at by using this drop-down tab.

 

Change Date Range

You can change the date range of your calendar in order to see scheduled appointments for the month, week, or day.

 

Availability

Filter the view based on availability. You can choose to show either only confirmed appointments, or the times you are unavailable.

 

Quick Action – Today

If you ever want to quickly switch back to a daily view to see what your daily schedule looks like, simply click this button.

 

Cycle Date Range 

You can use the left and right arrows here to change between date ranges to look at current, future, or previous engagement on your calendar.

 

Tool Tip

In order to fully understand the way your CRM calendar works and how to interpret the data, understand the way it is color-coded.
You will find all the different color codes that your CRM calendar uses. These are meant to give you a quick and easy analysis of your calendar so you do not need to click into each event and look for specific data.
 

Take Section Quiz

Click the link below to take a quiz on the subject matter in this help article! This quiz is intended to help you fully understand the above information, and help you remember all the buttons and components! Don’t worry, you can take this quiz as many times as you want in order to fully learn the content and subject matter! This is 100% for your benefit and help you learn. 
Take Quiz Here
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Appointments

In this section of your CRM, you will be able to view, manage all your appointments and even create new appointments.

NOTE: Depending on your user permissions, you may not have access all of the components.

Appointment Actions

In this column, you can change the appointments’ status or cancel an appointment. Here are all the appointment actions:
  • Confirmed
  • Reschedule
  • Invalid
  • Cancelled
  • Showed
  • No-Show
  • Delete
     

Scheduled Appointment List

Name Of The Contact
In this column, you can see exactly who scheduled the appointment with you or your team.
 
 
Requested Appointment Time
In this column, you will find the requested appointment date and time.
 
 
Date Created
In this column, you will see the date when the appointment was created on your calendar.
 
 

Calendar Booked

In this column, you can see which calendar was used to book the appointment.
 
 
Appointment Owner
In this column, you can see the owner of the appointment. This is something that sales teams use when dividing new appointments up between a team of multiple sales agents.
 
 
Appointment Notes
In this column, you will see any notes that were added with this appointment when it was scheduled, either by the user or by your team.
 

Filter Appointments Table

If you’d like to see the appointments scheduled for only a specific calendar, user, or team, you can filter by selecting them in this drop-down tab.
 
Filter By Calendar, Teams, or Users
Here you can either show all appointments from every calendar, or filter the appointments by calendars, teams, or users.
 
 
Filter By Appointment Status
In this column, you can filter the appointments by different appointment statuses such as “Confirmed, Cancelled, or New”.
 
 
Filter By Appointment Date
If you want to change the order in which the appointments appear in the table below, you can change them here by selecting either Descending or Ascending order.
 
 

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Contacts

Smart Lists
Contact Details
Contact Requests
Bulk Actions
Restore
Manage Smart Lists

Articles

Smart Lists

Smart list is where all of your CRM contacts will live and breathe. Smart lists allow you to sort, filter and manage contacts using data and information in the contact’s account! This guide will educate you on the different components of smart lists and how to create them.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Creating New Smart Lists

In order to create new smart lists, you will need to add filters.
Filters will allow you to segment your contacts based on their position in the sales process or how they have interacted with your company. To learn more about adding filters, click here: Smart List Filters

 

Saving Your New Smart List

Once you have selected filters for your smart list, you would click the icon to save your smart list.
 
You will need to give your smart list a name when you save it so that you can easily identify it at a later time.
 

 

Created Smart Lists

Once you have created and saved your new smart list, it will appear in this top row area so that you can easily navigate to it and continue working on it later. To learn how to manage smart lists and see all created smart lists, click here: Manage Smart Lists

 

Edit Smart List Columns

To customize and edit the data columns you see in your smart lists, select this drop-down and turn on/off columns.

Search for Contacts

To search for contacts in your smart lists, use this search bar. You can search for contacts using their contact name, business name, tags, email, or phone number.
 
You will need to search using a minimum of 3 digits/alphabets.
 
Search For Data
 
If you need to quickly search for a contact or data like tags, emails, or phone numbers, you can use this search bar to do that.
 
 
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Contact Details

Managing Contact Details

When managing contacts in your CRM, you have a ton of power and control of their data! In each contact card, you can add/remove tags, add them to automation, call, message, email, and so much more.
 

Contact Name

 
When you click on a contact, you will first notice that you see the contact name located here. This is important for when you are moving through different contacts, and need to verify who’s information you are currently changing.
 

 

Cycle Through Contacts In List

To change contacts from within this view, you can simply cycle through them by clicking here.
 

Contact Details Card

On the left panel, you will find all of the contact information. The information will be different depending on the panel that you are currently looking at.
 

 

Different Contact Tabs

Here you will see a few different tabs. Each tab has different information on each contact. We will briefly discuss the data found in each tab so you have a better understanding when navigating to each one.
 

Contact Info Tab

The default tab is the “Contact” tab. This tab shows the basic information like name, email, phone, etc.
 
This tab also has more complex data like tags, opportunities, and workflows.
 

 

Contact Data

By scrolling through this area, you can see the different data and information for this customer. Each tab will have data and information specific to that tab.

 

Active Campaigns & Workflows

This drop-down will show you all the ACTIVE campaigns and workflows that this contact is currently in. You can also use this tab to add a contact to a campaign or workflow.
 
 

Past Campaigns & Workflows

This drop-down will show you all the PREVIOUS campaigns and workflows that this contact is was in at some point.
 
 

Opportunities

Here you can see all the current opportunities for this contact and the opportunity statuses. You can also add contacts to opportunities here.
 

Contact Creation Details

Some quick data about how this contact was created can be found here. You will see the creative source and creation date of the contact.
 

General Info Tab

In the general tab, you can add contact information regarding their business name, address, and website information.
 

Additional Info Tab

The additional info tab is where you will find all custom fields. If you are not familiar with custom fields, they are pieces of data and information that you create yourself in the settings area. You can add custom fields to forms and surveys to capture unique data about your contact.

Contact Requests

Contact Request Tab

Gives you information about the contact requests pushed and the stats associated with each contact request.
 
 

 

User

Displays the user involved in the action.
 
 

Status

By looking at this, you will get the idea about the contact request whether it is completed or in progress.
 
 

Date & Time

Date and Time of each request placed.
 
 

Type of Request

Here you will know the type of action requested to perform.
 
 

Number of Contacts Created

Gives you the information about the number of contacts created through each request.
 
 

Number of Contacts Updated

Gives you the information about the number of contacts updated through each request shown in the list.
 
 

Number of contacts Skipped

Gives you the information about the number of contacts skipped while performing the operation.
 
 

Number of Contacts Failed

Gives you the information about the number of contacts where system failed to perform requested action.
 
 

Number of Contacts Deleted

Gives you the information about the number of contacts deleted.
 

Bulk Actions

Whenever you select a contact or a group of contacts from any of your smart lists to perform an action such as adding to a campaign/workflow or sending an SMS/email, your CRM will create a bulk action.
 
Bulk actions can be monitored and managed in this area.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Filter By Bulk Action Type

 
In order to organize your bulk actions table below, you can filter by specific bulk action types by selecting this drop-down menu.
 

 

Filter by User 

You can also filter by users. When selecting a user, the table will show all bulk actions performed by that user during a selected date range.
 
 

Filter By Status

This drop-down tab will give you the ability to cycle between bulk actions in different stages of delivery.
 
 

Select Date Range

When filtering your table, make sure to select a specific date range. Use this to select the date ranges.
 
 

Bulk Action Name

The name of the bulk action is established by the user who creates the bulk action and can be found in this table column.
 
 

Bulk Action Operation

In this column, you will see the type of bulk action performed, whether that is adding contacts to workflows or sending messages.
 

 

Bulk Action Status

Here you will see the status of your bulk actions to see if it is still processing, in progress, complete, or canceled.
In this completed tab, you will only see bulk actions with the status as “complete” or “canceled”.
 
 

View Status Details

You can see more details regarding each bulk action by clicking on this button including:
  • Type
  • Name
  • Additional Details 
  • Scheduled Start
  • Mode
 

Date Created

This column will show you the time and date at which the bulk action was started.
 
 

Scheduled By User

This column will show you which user in your CRM scheduled the bulk action. This is useful when managing teams and employee tasks.
 
 

Completion Date & Time

This column shows you the date and time at which your bulk action was completed.
 
Bulk Action Statistics
 
This column will give you the ability to see the statistics of any particular bulk action. You would simply click the “Show Stats” button in this column to see data such as open rates and click rates on bulk actions.
 
When analyzing the data, you have the ability to click into each data point to see the actual contacts that make up each category, either “successful” or “error”.
 
Click “Show Stats” to see.
 
 
Bulk Actions Completed
 
Within the statistics, you will be able to see the total amount of actions in the bulk action, the successful actions, and the actions that had errors.
 
Errors can occur for many reasons, including sending emails to invalid email addresses or sending texts to invalid phone numbers.
 
 
Select Date Range
 
In order to see bulk actions that were completed within a certain date range, you will need to change the date range selector here.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Restore

Restore Contacts

If you delete contacts in your CRM, they are not deleted forever. You have the ability to restore them and bring them back. This is very useful when you accidentally delete contacts.

NOTE: Depending on your user permissions, you may not have access to all of the components.

No Deleted Contacts

If you are seeing this message, you have no contacts to restore. Please try this guided tour again after you have deleted a contact so we can show you how to restore them. 
 
 

List of Deleted Contacts

In this table, you will see the list of previously deleted contacts. In this list, you will see the deleted contacts:
  • Name
  • Email Address
  • Phone Number

Make sure to identify the proper contact before restoring them back into your CRM.

 

Go To Next Page

If you have a very long list of deleted contacts, you can navigate to the next page of the list, or navigate to previous pages by using these buttons.
 
 

Select Contact(s)

In order to restore a previously deleted contact(s), you will need to first select the contact you want to restore by clicking the checkbox on the far left side of the list.
 
Click The “Restore” Button
Next, you will see a green button popup on the right side of the screen that says “Restore”.
 
 

Confirmation Popup

Once you click the “Restore” button, you will see a confirmation popup. Once you select the “Confirm” button, you will have successfully restored your contact(s).
 
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Manage Smart Lists

Managing your Smart Lists

If you currently do not have any contacts, you may not see this entire help guide.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Smart List Card

Each created smart list will get its own table card. This table card can be moved to organize your smart lists, and also contains quick action buttons to the far right of the card.
 

Drag and Drop

To organize your smart list table, simply use this icon to drag and drop the smart list either up or down in the table.

 

Smart List Settings

In settings, you can edit smart list names, duplicate existing smart lists, delete smart lists, as well as share them with other users in your CRM.
 

  • Duplicate Smart List
    You can duplicate existing smart lists by using this button. This is useful when needing to quickly copy a set of filters previously used on another smart list.
  • Sharing Smart Lists
    When creating smart lists, you have the ability to share them with everyone, or only with some CRM users. These icons will show next to each smart list in the settings area:
    = Shared globally with every user in your CRM.
    = Smart list was created by you and shared with others.
    = Smart list was created by another user and shared with you.\
  • Edit Smart List Name
    This button will allow you to change the name of your smart list.
  • Delete Smart List
    If you need to delete a smart list, you can select this button.
    When deleting a smart list, the contacts will remain in your CRM, but the smart list will no longer appear.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Opportunities

Here are the articles in this section: 

Opportunities
Pipelines

Articles

Opportunities

This is an overview of your opportunities tab. In this section, you will be able to organize new opportunities into pipelines and keep track of them throughout the entire sales cycle.

NOTE: If you do not currently have “Pipelines” set up, you will either need to visit the setting area and create them yourself or contact your CRM administrator to create them for you.

Opportunity Cards

With opportunity cards, you are able to control and organize pipelines of leads, customers, and other opportunities as they move further down different sales funnels.
 

Opportunity Search Bar

Search for a specific opportunity by using the search bar to enter any identifiable contact information or their specific opportunity name.

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

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 completing this help guide, so you become familiar with it.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Pipeline List

You will be able to find all created pipelines here in the pipeline list.
 

 

Edit Pipeline

If you need to edit a pipeline, you would click this icon here.
 

 

Delete Pipeline

To delete an already-created pipeline, click this icon here.
Once you delete a pipeline, it is gone forever!
 

Create New Pipeline

Click this button to create a new pipeline.
 
 
 
1. Pipeline Name
When creating a new pipeline, you want to give them names according to their purpose or the source of the leads.
We have pipelines named things like “Google Ads, Facebook Ads, Website Leads” etc.
 
2. Stage Name
Pipeline “Stages” are what comprise your entire pipeline. Each stage is a new step in the pipeline process.
You will want to name your stages in accordance with the step of the process your lead is in.
 
For example “New lead”, “Registered”, “Paid” are all pipeline stages that can be used for sales.\
 
3. + Add Stage
When you are ready to add a new stage, you will click this button and name the stage accordingly.\
 
4. Stage Funnel Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard funnel charts for reporting purposes or you can simply hide it.
 
5. Stage Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard pie charts for reporting purposes or you can simply hide it.
 

Actions

 
1. Pipeline Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this pipeline in your CRM dashboard pie charts for reporting purposes or you can simply hide it.\
 
2. Pipeline Funnel Chart: Show/Hide
By clicking this toggle button you can choose whether to show this pipeline **** in your CRM dashboard funnel charts for reporting purposes.\
 
3. Delete Stage
You can delete a stage by clicking this garbage can icon.
Once you delete a stage, it will be permanently deleted.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Payments

Here are the articles in this section:

Products
Order
Transactions
Integrations
Invoices
Tax Settings

Articles

Products

In this section, you can create and manage Stripe and PayPal products for your customers to purchase.

NOTE: Depending on your user permissions, you may not have access to all of the components.
VERY IMPORTANT
Please read this alert notification very carefully before dismissing it.
  • Always use our platform as the system of record for products and prices.
  • Make any updates only here and we will sync with Stripe/Paypal automatically.
  • Don’t make any change on Stripe/Paypal for the products and prices created from our system. “Created by” entry on metadata section will have “LeadConnector” if the product or the price is created by our platform
  • If you directly update a product or price on Stripe/Paypal, we will create a new product or price there to avoid any data inconsistency issues.

View All Products

If you have added any products, you will see them here. If you do not have any products to view, this area will be blank.
 
 

Search Listed Products

You can use this search bar to find any specific products from this section.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Order

Order Status

By clicking here, you can filter the order status; All, Pending, Completed, and Canceled.
 
 

Payment Mode

You can filter the payment mode by clicking here.
 

 

Source Type

You can filter the source type by clicking here.
 

 

From Order Date

Filter the order by selecting the date you would like to start your search from.
 

 

To Order Date

Filter the order by selecting the date range you would like to end with.
 

 

Download

To download the order list, simply click here.
 

 

Order Table

This is the Order table and below are its constituent;
 

1. Customer
The names of customers who placed an order will show here.
 
2. Internal order ID
An Internal order ID will be generated for each customer. It’s specific to each customer.
 
3. Source
The source where the order was placed will be seen here.
 
4. Items
The item purchased by each customer will be listed here.
 
5. Order date
The date the order was placed will be shown here.
 
6. Amount You can see the amount each item/order was purchased.
 
7. Status Here, you can see the status of each order if it is “Pending”, “Complete”, or “Cancelled”.

Transactions

Payments (Transactions)

In this section, you can see a list of all transactions involving your connected Stripe and PayPal products.

NOTE: Depending on your user permissions, you may not have access to all of the components.
View Your Transactions
If you have completed transactions, you will see them here. If you do not have any transactions to view, this area will be blank.
 
 

Transaction Status

Here, you can filter the list by the transaction status; All, Pending, Succeeded, Failed.
 
 

Payment mode

Here, you can filter the list by payment mode; All, Live mode, test mode.
 
 

Source Type

By clicking here, you can filter the transaction list by the source type.

 

From Transaction Date

Filter the transaction list by date. Select the date you would like to start your search from here.
 
 

To Transaction Date

Filter the transaction list by date. Select the date you would like to end your search here.
 
 

Download

You can download the transaction list by clicking here.
 
 

Transaction Table

This is the transaction table and its constituent below;
 
1. Transaction ID
The ID number for each transaction are shown here.
 
2. Customer
The names of customers are listed here.
 
3. Source
Here you will see which source the transaction came from.
 
4. Provider & charge ID
 
5. Transaction date The date a transaction was done will be listed here.
 
6. Amount The transaction cost will be listed here.
 
7. Status The status of each transaction will be listed here; “Pending”, “Succeeded”, and “Failed”.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

Integrations

This section is where you will connect your Stripe and PayPal accounts in order to be able to charge customers and collect payments directly in your CRM.

NOTE: Depending on your user permissions, you may not have access to all of the components.

PayPal Integration

If you currently accept payments using PayPal, you will be able to connect your PayPal account here.
 
You can easily switch from “sandbox” mode to “live” mode with the click of a button.
 
Live Mode
Use “live” mode when you’re ready to start accepting real transactions from customers.
 
Live Client ID
Enter your PayPal client ID here. If you are unfamiliar with where to find your client ID, you can do a quick Google search or ask your CRM administrator.
 
Live Secret ID
Enter your PayPal secret ID here. If you are unfamiliar with where to find your secret ID, you can do a quick Google search or ask your CRM administrator.
 
Save Your Info
After you have added your information, make sure to save it before moving forward.
 
Sandbox Mode
Use “sandbox” mode when testing new products so you don’t charge yourself by accident.

Stripe Integration

If you currently accept payments using Stripe, you will be able to connect your account here.
 
You can also see whether “live” mode and “test” mode are enabled.
 
 
Stripe Live Mode
Use “live” mode when you’re ready to start accepting real transactions from customers.
 
Stripe Test Mode
Use “test” mode when testing new products so you don’t charge yourself by accident.
 
Connect or Disconnect Stripe
If you do not already have Stripe connected, you can use this button to set it up.
 
If you are already connected and would like to disconnect your account, you can also use this button to disconnect your account.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Invoices

Lets you create and manage invoices from inside of your CRM.

Invoice View

With the help of some advanced options shown in the screenshot below, you can set your preferences to be able to view and manage specific invoices. In the next screenshot, we will cover all of these advanced options one by one.
 

Status

Let’s you view the invoices based on their status.
 
  • All- When selected, this option will show all of the invoices you have created in your CRM location.
  • Draft- Selecting this option will open up all of the invoices that are in a Draft mode.
  • Sent- Use this when you want to view only sent invoices.
  • Overdue- Quickly see how many of the sent invoices are overdue for payment.
  • Paid- Use this when you want for your system to show the invoices that are “Paid”.

Calendar Period

Select “from” and “to” date to be able to view the invoices during a specific calendar period.
 
 

Manual Search

You can search for a specific Invoice by entering an invoice number, Invoice name or Name of the customer.
 

Payment Due/Overdue

Payment(s) In Due

This will show the number of Invoices/Payments that are sent to the client where the payment is expected to be received. It also shows the total amount expected from all of the sent invoices.
 

 

Unpaid/Overdue

Here you will see the number of Unpaid/Overdue Invoices and the total amount expected from all of the Unpaid/Overdue Invoices.
 

Sending Feedback

With this option, you can share your feedback with respect to your experience using Invoicing feature of your CRM.
 

 

Invoice Preferences

Lets you add terms and Notes to be used in your invoices.
 

Invoice Table

Shows useful information related to each invoice.
 

 

Invoice Name

Shows the name you have given to each Invoice.
 

 

Invoice Number

Shows the system generated number for each invoice
 

 

Customer Details

Shows customer name and the contact information you have saved in your CRM.
 

 

Issue Date

Shows the date when the particular invoice was created.
 

 

Due Date

Shows the Due date of a particular Invoice.
 

 

Invoice Amount

See the amount for each of the Invoice in the list.
 

 

Invoice Status

Shows if the status of each invoice in the list.
 

Invoice Actions Menu

Lets you perform actions for an Individual invoice item from the list.
 
 

Copying Invoice Link

Lets you copy the link for the selected Invoice in the list. Link will be copied to the clipboard which can be pasted wherever required. Sharing payment link to the client helps them make the payment more conveniently.
 

 

Downloading Invoice

Lets you download the selected Invoice in your local computer storage.
 
 

Deleting Invoice

Use this to delete one of the invoice you no longer need.
 

Creating New Invoice

Use this option to create a new invoice. In the next screenshot, we will go through each and every element of Invoice creation process.

Tax Settings

Here you can add and manage the taxes to be applied on your payment invoices.


Adding Tax

Use this tab when you need to add a new tax that you would use in your payment invoices.
 

 

Adding a New Tax

This feature will be used when creating a new tax entry that is expected to be used in your payment invoices. As shown in the GIF below, click on the “Add Tax” option and enter the information as per your specific goal. Adding Tax.
 
Use this tab when you need to add a new tax that you would use in your payment invoices.
 
 

Tax Table Information

Internal Tax ID

This is the system generated ID for each tax you have created in your CRM.
 

 

Tax Name

Here you will see the name you have given to the Tax such as Sales Tax or Use Tax, District Tax for a specific State etc.
 

 

Tax Rate

Here you will see the Tax rate you have specified for the selected Tax such as 7.25% etc.
 

 

Tax Description

The information you have provided for each tax will be shown here. Here is the example of Tax Description: statewide sales and use tax 7.25%, which includes 1.25 percent of local taxes (1.00 percent Local Jurisdiction and . 25 percent Local Transportation Fund).
 

 

Tax ID Number

This is the number you have given to the specific tax created in the system. If you haven’t given any ID to a specific tax from the list then this field will appear blank.
 

 

Created At

The date and time when you created the Tax will be shown here.
 

Actions Tab

Here you can perform several actions for a specific tax.
 
 

Deleting Tax

Use this tab to delete one of the tax you have created. Go to an Action menu of the tax to find “Delete” option which will allow you to delete a specific Tax from the list of Taxes you have created inside of your CRM. This will only delete one Tax at a time so all of the other Tax from the list will not get affected if you click “Delete’ on one of the Tax from the list.
 

Marketing

Here are the articles in this section:

Social Planner
Emails
Templates
Trigger Links

Articles

Social Planner

Social Media Posting - Overview

In this section, you are able to manage your social media channels and post to Facebook, Instagram, and even Google My Business.
 
You can also manage your posting calendar so you have a weekly and/or monthly view of what’s being posted to where.
Depending on your user permissions, you may not have access to all of the components.

Connect Social Media Accounts 

If you haven’t already connected your social media pages/groups, you will need to do that first. You can connect pages/groups by clicking on the icon shown here.
 
Don’t worry, you can always connect and disconnect accounts later, but you will need at least one page connected to move to the next section and start posting.
 

 

Selecting Accounts

If you are connecting your Facebook page/group, after clicking on the Facebook icon you will see a popup that looks like this. You will need to select the pages/groups that you want to use for social posting by clicking the checkboxes next to their name.
 

 

Allow Account Access

After selecting your pages/groups, make sure to click the ‘Allow’ button. This will establish a secure connection between your CRM and the page/group.
 

 

Get Started!

After ‘Allowing Access’ you will see the pages/groups on the screen and a checkmark next to the ‘Manage Social Accounts’ step. This is confirming that your account has been successfully connected.
 
To move to the next step and start scheduling your social media posts simply click on the ‘Get Started’ button in the bottom right corner of the screen.
 

 

List Of Connected Accounts

Once you are finished connecting your accounts, and you are able to start posting, you will see your connected accounts in the following areas.
 

 

Add and Remove Accounts

If you want to add or remove social media accounts at any time, simply click this icon. You will be given the option to add more social media accounts or remove the ones that are currently connected.
 

 

Post Schedule & Planner

To start scheduling your posts, you simply need to click on the ‘Open Planner’ button. You will see a calendar view where you can add social media posts to different days of the week/month and schedule them to be posted to your page/group.
 

 

Create New Post

To actually create a new post, just click on one of the following buttons! You can format posts with rich text, images, and even videos before posting.
 

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Emails

To learn more about how to build email templates for various email marketing campaigns, check out the “Email Marketing Training” **** section under the “Advanced Training” help center menu! Click here to check out Building Email Marketing Templates

Email Marketing - Templates

In this section, you will get a detailed walk-through of all the features available in your CRM to build and run email campaigns and promotions like a pro.
 
This is the homepage of your email builder. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.
 
All existing email templates can be found here.
 
 

Title

Here you will see the email title as well as who created it, and the date it was created or last updated.
 
 

Type

The email type for each email created will be listed here. We have “Builder” and “HTML” template type.
 
 

Last updated

Once you save any changes made to an email template, the date and time the changes were made will be updated and seen here.
 
 

Edit

You can edit your existing email campaigns here and remember to save any changes you make before exiting the edit page.
 
 

Clone

You can clone an existing email template without having to build an email all over again by clicking this icon.
 
 

Action

Clicking here will further open up more settings for your email templates as explained in the steps below.
 
 
Share
This will allow you to only share your email template with other accounts within your CRM.
 
 
View
This will allow you to Preview your email template. You will be direct to a page where you can see what the email will look like when it’s sent out.
 
 
Statistics
Here you can view the statistics of each email campaign built.
 
 
Achieve
This will allow you to Archive your email template. You can easily unarchive the email by clicking on the “action” drop-down of the archived email and select “unarchive”.
 
 
Delete
This will allow you to Delete your email template. When you hit delete, this email will be permanently removed from your account.
 

Email Marketing - Scheduled

Any email campaigns scheduled to go out for a later time and date can be filtered by clicking here.
 
You can CLICK HERE to learn more on how to schedule an Email campaign.
 

1. Email Name
This is the title of the email template
 
2. Subject
This is the subject of the mail. The recipient will see this subject in the mail they receive.
 
3. Type
Here you will see the schedule type for the email campaign.
 
4. Email Status
You can check the status your email here.
 
5. Scheduled At
The date and time that the Email campaign was created and scheduled will be displayed here.
 
6. Next Execution
You can see the date and time the email campaign is set for in this column.
 
7. Action
In this column, you can either pause the scheduled email campaign or delete the email.

Email Marketing - Sent

All email campaigns already sent out can be filtered here. The important column to look out for here are the “Queued”, “Success” and, “Failed” columns. This enable to know the status of the sent emails.
 

Email Marketing - Archived

All email campaigns archived can be found here. You can unarchive the email whenever you want by clicking on the “action” button and select “Unarchive”.
 

Templates

SMS and Email Templates

In this section, you can create text messages and email templates, so your team can quickly respond to common questions about your products or services.

NOTE: Templates are the same across the entire CRM. You are able to edit templates in both “Email Marketing” and “Conversations”.
To learn how to create and manage templates, simply click the link below to navigate to that section in this knowledge base.

Click the button below to learn about Templates.

Templates

Automation

Here are the articles in this section:

Workflows

Articles

Workflows

Workflow is a series of actions performed when a specific event occurs. For example, when the lead has shown interest in your product, you will need to take some action such as sending them more info about your business or sending them a text message, etc. With the help of automation, you’re creating the actions to be performed by the system when a specific event occurs. It helps you streamline your business process, saves you a ton of time, and helps you manage your business more efficiently.

To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training

Created Workflow List

This is the homepage of your Workflow section. The homepage of all your Workflow offers you a comprehensive view of everything related to Workflow. This is the default view of the Workflows under the Automation section. Under this, you will be able to find existing workflows created by you and your team, create and edit crazy amounts of things for each workflow and also create new workflows.

1. Workflow Name
This shows you the names of all your workflows, so you can identify them easily.
 
2. Total Enrolled
This shows the total number of people who are enrolled in a particular workflow.
 
3. Active Enrolled
This shows the total number of people who are currently actively enrolled in a particular workflow.
 
4. Last Updated 
This shows you the date when the workflow was last updated.
 
5. Workflow Created On This shows you the date when the workflow was first created.
 

Workflow Action
 
1. Edit Workflow This is where you can edit your workflows. More details on editing workflows can be found here.
 
2. Delete Workflow This button allows you to delete the workflow.
 
3. Clone/Copy Workflow This button allows you to clone the workflow.

Workflow List - Draft

Here you will be able to filter drafted workflows for easy navigation.
 

Workflow List - Published

Here you will be able to filter published workflows for easy navigation.

Sites

Here are the articles in this section:

Funnels
Websites
Memberships
Forms
Surveys
Chat Widget
Media
URL Redirects

Articles

Funnels

Create & Edit Sales Funnels

Here you will be able to create new sales funnels for your marketing efforts or promotions! Before you can add things like products to a sales funnel, you will first need to create funnel steps.
 
You can actually create entire funnels and edit the content within them without connecting a domain, but you cannot publish funnels to the internet without first connecting a domain.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Funnel List

If you’ve already created any funnels, you will see a list of them below.
 
 

Search Funnels By Name

If you have a long list of sales funnels, searching by name may be faster than scrolling to find the particular funnel you’re looking for.
 

Funnel Card

This card shows important information about your sales funnel.
 
 

Funnel Name

This is the name of your funnel. This can be edited inside the funnel’s settings from inside the funnel.
 
 

Last Edited

Here you can see how many days have gone by since this funnel was last edited.
 
 

Total Funnel Steps

You can also see how many total funnel steps are inside each funnel.
 
 

Current Status

The funnel status will show you whether the funnel is live or just a draft.
 
 

Action

1. Edit Your Funnel
Clicking this button will allow you to edit your funnel. You can edit settings, and individual pages as well as add or remove pages from your funnel.
 
2. Duplicate Funnel
Duplicating a funnel is a very easy way to quickly reproduce a funnel while maintaining all the work previously put into that funnel.
 
Once duplicated, you can go in and edit any part of the funnel that needs to be changed.
 
3. Move Folder
If you have folders created in your funnel section, you can move a funnel across folders.
 
4. Delete Funnel
You can delete a funnel by clicking on the “delete” button. The selected item will be permanently deleted from your account, you will be asked to type the word “DELETE” into the provided field.
NOTE: This action cannot be reversed.

Create New Folder 

You can also create folders for your different funnels to keep them organized.
 

 

Create New Funnel

You can create a new funnel by clicking this button.
 
 

 
Name and Create Funnel
Here you will give your new funnel a name and create it.
 

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Websites

Create and Edit Websites

Here you can create entire website for your business. You have an option to use the existing templates or create and edit the website of your choice.
NOTE: Depending on your user permissions, you may not have access to all of the components.

Website list

Here you can view the list of websites that have been created already. This will apear blank when you’re just getting started.
 

Search Websites by Name

Here you can quickly find out the specific website from the list of all of the websites you have created inside of your CRM.
 

Website Card

Website card shows the name of the website, weather it is live or in a draft mode, when was the last edits made and some more options to make changes to the existing websites.
 

Website Name

This is the name of your website. It can be edited inside the settings option.
 

Current Status

This is the name of your website. It can be edited inside the settings option.
 

Website Edited

This will show when was the last edit made to the website.
 

Total Website Pages

By looking at this, you can get an idea about the number of pages a particular website have.
 

Action

1. Edit the website – This function will allow you to make the edits to your website such as adding or removing content on a specific page etc.
 
2. Clone – This is useful when you want to use most of the content that one of your existing website has. You can copy the entire website and reproduce the content as per the requirements.
 
3. Move to folder – If you have a folder to store the list of websites at one place, you can use this option to move it from its current location to the destination folder where you would like it to be moved.
 
4. Delete – This option lets you delete the complete website. When you click on delete button, the system will prompt you to type “DELETE” into the provided field. Remember the website once deleted can not be recovered later.
 
 

Create Folder

This feature allows you to create folders to save your websites to keep the space organized.
 

Create new Website

You can create a new website with this option. Once you click on “New Website” it will ask you to give it a Name to your website.
 

Forms

Here are the articles in this section:

Builder
Analyze
Submissions

Surveys

Here are the articles in this section:

Builder
Submissions

Chat Widget

In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers. 

New leads and customers will input their contact information and request a text back using this chat widget.
NOTE: Depending on your user permissions, you may not have access all of the components.

Install Chat Widget

In order to use this chat widget, you will need to install it on your website or application.
If you are unfamiliar with how to do this, seek out the help of a web developer or your CRM administrator.
 
 

Chat Widget Code

Here you will find the code that you’ll need to install on your website or application in order for this chat widget to be shown to visitors.
 
 

Choose How To Install

You can choose how to install this code. Whether you’d like to use Google Tag Manager or simply copy and paste the raw code in the header of your website or application.
 
 

Copy Code

This is a quick copy button. By clicking this button, you will copy the code below so you can then paste it into the header of your website or application.
 

WordPress Plugin

If you are currently using WordPress for your website, you can download this plugin to help with the installation of the chat widget.
 
 
Save After Editing
Don’t forget to save your changes after editing your chat widget.
 
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

Media

Here you can manage the media files in your CRM.

Clicking on the ‘Media’ tab under ‘Sites’ section will take you to the sub section in ‘Settings’ area of your CRM.
 
 

Opening Media Library

This will take you to the Media Library of your CRM.
 
 

Media Library Home

Lets you organize your media .
 
 

Searching Media

With search tab you can locate media file from your CRM.
 
 

All Media Categories

You can access additional media options through this tab.
 

URL Redirects

With URL redirects tool, you can redirect traffic from any URL on a Marketing OS hosted domain to any other URL.

Adding a Redirect

This tab will take you to the “Add Redirect” page where you can setup URL redirection.
 
 

Add Redirect

Lets you setup URL redirection.
 
 

Selecting a Domain

Here you will see the list of domains connected to your CRM location. Select the domain which you want to redirect.
 

 

Path

Enter the URL path that you are looking to redirect.
 
 

Redirect Type

Here you can select the type of redirect such as Funnel, Website & URL.
 
 

Target URL

Enter the URL where you would like the existing domain’s URL redirected.
 

Reputation

Here are the articles in this section:

Overview
Requests
Reviews

Articles

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 all of the components.

Send Manual Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually in individual contacts by clicking this button.
 
 
Sending Manual Review Requests
Once you click the “Send Review Request” button, you’ll need to input the contact’s information. You will need to add their name, and either a valid email address or phone number to send the review request.
 
To customize how the review request looks, go to the “Reputation Management” section in your CRM settings.
 
 

Invites Goal

Invite goals are established as you send more review requests out to your customers. Once you send 20 requests, your goals will update and keep getting higher in order to give you a number to strive for!
 
 

Reviews Received

Here you can see the total number of reviews received over a specific timeframe, the percentage increased or decreased compared to the previous timeframe, as well as the sources of those reviews.
 
 

Average Review Rating

Here you will see a visual breakdown of your reviews ratings over a certain timeframe, as well as a percentage of increased or decreased rating over that timeframe.
 
 
Review Sentiment
When a customer leaves a review of 4-stars or higher, that will count as a positive sentiment. Any review of 3-stars or lower will count as negative sentiment. You can see the percentage increased or decreased here over a certain timeframe.
 

Invite Trends

Tracking your review request trends will help you understand how often you are sending review invites, and if you need to increase that amount or not.
 
 
Review Trends
Here you will see how many reviews you received over a certain timeframe broken down in a trend pattern graph.
 
 
Changing Timeframes
In order to change the timeframes of each data tile, simply click the 3 vertical buttons in the top right-hand corner of each tile and select the timeframe you would like to display.
 
 
Latest Review Requests
Here you can see a list of all your recent review requests, who you sent the request to, what email/phone number you sent it to, and on what date.
 
This is great for reference when a customer says they never received the request!
 
 
View All Review Requests
To view all recent review requests, click this button or select “Requests” in the secondary navigation bar.
 
 
Latest Reviews
Here you can see a list of all your recent reviews submitted by customers, the date when they were submitted, the star rating, and the platform on which they left the review!
 
 
View All Reviews
To view all recent review requests, click this button or select “Reviews” in the secondary navigation bar.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

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 all of the components.

Send Manuel Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually in individual contacts by clicking this button.
 
 

Sending Manual Review Requests

Once you click the “Send Review Request” button, you’ll need to input the contact’s information. You will need to add their name, and either a valid email address or phone number to send the review request.
 
To customize how the review request looks, go to the “Reputation Management” section in your CRM settings.
 
 
Changing Timeframes
If you are seeing this message, you need to send review requests before you can navigate this section entirely. Before sending requests, navigate to your CRM settings and go to “Reputation Management” in order to customize what your review requests look and feel like.
 
If you’re not seeing the message above on your screen, continue the current guided tour. 
 

Review Request List

This list is where you will see all of your review requests! The data found in this table can be used to understand more about the review requests and if they are working as intended.
 
 
1. Invite Sent To
In this column, you will see to who the review request was sent.
 
2. Email or Phone Number
Depending on how you sent the review request, you will see either an email or phone number in this column.
 
3. Request Sent By?
Here you will see which one of your CRM users or employees sent the review request.
 
4. Date Sent
Here you will see the date the review request was sent.
 
5. Current Status
The current status will tell you whether the review requests have been completed or not.
 
6. Review Request Retries
In this column, you will see how many times you requested a review from a particular customer.

Reviews

Manage Reviews

In this section, you will see all the Google and Facebook reviews for your company.
In order to see any reviews, you will need to integrate your Google and Facebook accounts in the settings area.
 

NOTE: Depending on your user permissions, you may not have access all of the components.

Send Manual Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually to individual contacts by clicking this button.
 

 
Sending Manual Review Requests
Once you click the “Send Review Request” button, you’ll need to input the contact’s information. You will need to add their name, and either a valid email address or phone number to send the review request.
 

 

No Requests Yet

If you are seeing this message, you need to collect company reviews on either Facebook or Google before you can navigate this section entirely. Before sending requests, navigate to your CRM settings and go to “Reputation Management” in order to customize what your review requests look and feel like.
 
If you’re not seeing the message above on your screen, continue the current guided tour.
 

 

Search For Reviews

If you have many reviews, or simply are looking for a review from a specific customer, you can use the search bar and search for their name.
 

Review Card

Reviews will show in the form of a card that will include the name, star rating, date submitted, and any comments made.

 

 

Reviewer Info

The name of the reviewer, along with the star rating of their review, can be found in the top left corner of the review card.
 

 

Date Submitted

You will find the date this review was submitted here in the right corner of the review card.
 

 

Delete Review

Next to the date submitted, you have the option of deleting this review from the CRM. This will ONLY remove it from the CRM, and the review will still exist on Facebook/Google where it was originally left by the customer.
 

 

Review Body

To see the full review left by the customer, you can simply view the body of the review card.
 

 

Respond To Review

You may want to respond to both positive AND negative reviews left for your company. If you choose to respond to a review, you can do so by typing your response here and clicking the “Respond” button.
 

 

Comment Count

With this small counter icon, you can see how many comments have been left on a certain review.
 

Filter Review List

To filter this list and find specific reviews, you can select any of these drop-down elements and choose a category to filter. This is great if you only want to see reviews with 4+ stars, or maybe only want to see reviews with less than 3 stars so you can respond to them.
 

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

Reporting

Here are the articles in this section:

Google Ads Reporting
Facebook Ads Reporting
Attribution Report
Call Reporting
Agents Reporting
Appointment Report

Articles

Facebook Ads Reporting

Depending on your user permissions, you may not have access all of the components.

Sample Data & Integration Settings

You are currently looking at sample data. In order to see your Facebook Ads data, you need to integrate your Facebook account and sync your Ads data.

Selecting Date Range

In order to properly analyze advertising data, you will need to filter and set specific date ranges.
 

Facebook Ads Reporting Types

This guide explains the Facebook Ads data that is tracked on a multiple levels, including:
  • The Campaign Level
  • The Adset Level
  • The Ads Level
  • The Demographics Level
Campaigns with 0 views are not included in Report. Newly created campaigns take a while to update.

Campaign Reporting - Facebook Ads

This tab allows you to track and analyze all of your traffic and leads coming from Facebook Ad campaigns.
 
Campaign Impressions Timeline
Here you will see a timeline of your total impressions at the campaign level. This is based on your selected date range.
 
 
Impressions Per Campaign
Here you will see a chart of your total impressions per campaign. This is based on your selected date range.
 
 
Campaign Publisher
Here you will see a chart showing the percentage of impressions your campaigns are receiving from the different channels your Facebook Ads are being shown to.
 
 
Campaign Data Cards
Here you will see individual cards showing your data at the campaign level, as well as the percentage they have increased or decreased over a certain period of time.
This is based on your selected date range and compares to the previous date range selected.
 
For example, if you chose “3 months” as your date range, the data would be compared to the 3 months prior to that.
 
 
Campaign Data Table
Here you will see a full table with all data at the campaign level. This is perfect when needing to compare how certain campaigns are performing against others.
 

Ads Reporting - Facebook Ads

Here you will see data that is broken up by the specific Ad sets in your Facebook Ad campaigns.

Ad sets with zero views are not included in the report. Newly created campaigns take a while to update.

Adset Impressions Timeline

Here you will see a timeline of your total impressions at the ad set level. This is based on your selected date range.

 
 
Impressions Per Adset
Here you will see a chart of your total impressions per ad set. This is based on your selected date range.
 
 
Adset Publisher
Here you will see a chart showing the percentage of impressions your ad sets are receiving from the different channels your Facebook Ads are being shown to.
 
 
Adset Data Cards
Here you will see individual cards showing your data at the ad set level, as well as the percentage they have increased or decreased over a certain period of time.
 
This is based on your selected date range and compares to the previous date range selected.
 
For example, if you chose “3 months” as your date range, the data would be compared to the 3 months prior to that.
 
 
Adset Data Table
Here you will see a full table with all data at the ad set level. This is perfect when needing to compare how certain campaigns are performing against others.
 
 
Adset Data Table Columns
You can filter and change the table columns by clicking this button and selecting the columns you want to show.

Ads Reporting - Facebook Ads

This guide explains the Facebook Ads data that is tracked on an ads level. You can find more data in other sections. Here you can narrow your view even more and analyze which specific ads are performing well compared to others.

Ads with 0 views are not included in the report. Newly created campaigns take a while to update.

Ads Impressions Timeline

Here you will see a timeline of your total impressions at the individual ad level. This is based on your selected date range.
 
 
Impressions Per Ad
Here you will see a chart of your total impressions per individual ad. This is based on your selected date range.
 
 
Ads Publisher
Here you will see a chart showing the percentage of impressions your individual ads are receiving from the different channels your Facebook Ads are being shown to.
 
 
Ads Data Cards
Here you will see individual cards showing your data at the individual ad level, as well as the percentage they have increased or decreased over a certain period of time.
 
This is based on your selected date range and compares to the previous date range selected.
 
For example, if you chose “3 months” as your date range, the data would be compared to the 3 months prior to that.
 
 
Ads Data Table
Here you will see a full table with all data at the individual ad level. This is perfect when needing to compare how certain campaigns are performing against others.

Demographics Reporting - Facebook Ads

This guide explains the Facebook Ads data that is tracked on a demographics level. Here you will see data that is broken up by the demographics such as Age, Gender, and Location.
Campaigns with 0 views are not included in Report. Newly created campaigns take a while to update.

Demographics – Gender

Here you will see a chart showing the percentage of impressions coming from different genders.

 
 
Demographics – Country
Here you will see a chart showing the percentage of impressions coming from different countries.
 
 
Demographics – Age
Here you will see a chart showing which age groups are giving your Facebook ads the highest percentage of impressions.
 
 
Demographics Data Cards
Here you will see individual cards showing your data at the campaign level, as well as the percentage they have increased or decreased over a certain period of time.
 
This is based on your selected date range and compares to the previous date range selected.
 
For example, if you chose “3 months” as your date range, the data would be compared to the 3 months prior to that.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

Attribution Report

Here are the articles in this section:

Conversion Report
Source Report

Call Reporting

This section allows you to track and analyze your inbound call data regarding the phone numbers connected to your CRM.
 
This section is truly powerful! You can track how your team handles inbound phone calls and how efficient they are.
NOTE: Depending on your user permissions, you may not have access all of the components.

Call Reporting DataTiles

Choose Phone Number
If your business has more than one phone number integrated into your CRM, you can switch between them individually or analyze all numbers at the same time.
 
 
Select Date Range
In order to properly analyze call data, you will need to set specific date ranges.
 
 
Filter Call Data
By clicking this button, you can filter the data that appears below to get more accurate and specific information regarding your call reports. To learn how to filter call reporting, click here: Advanced Call Reporting Filters
 
 
Download Call Reporting Data
To download all of this call reporting data into an excel spreadsheet, you would simply click here.
 
 
Answered vs Missed Calls
This graph shows a visual representation of how many Phone calls your business answered compared to how many were missed.
 
 
Top Call Sources
Here you can see the top sources of your inbound calls.
 
 
Total Calls Timeline
This chart shows a timeline of total phone calls over a period of time.
 
 
Answered Calls
Track how many phone calls have been answered over a certain period of time.
 
You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.
 
 
Missed Calls
Track how many phone calls have been missed over a certain period of time.
 
You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.
 
 
First Time Callers
Track how many phone calls have been first-time callers over a certain period of time.
 
You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.
 
 
Average Call Duration
Track the average call duration of your inbound phone calls over a certain period of time.
 
You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.
 

Call Data Table

This table shows you a list of recent phone calls and all the associated data that is collected including:
  • Date of the call 
  • Who called
  • If that call was answered or missed
  • If they were a first-time caller
  • The duration of the call

Individual Call Details

Click here to open the call details. If you are recording phone calls, you will also have multiple actions to take using the recorded call.
 
Qualified Call?
Your CRM will also identify calls as qualified or not qualified calls.
 
 
Call Flow
Here is your call flow. If you have any sales process that transfers calls between sales agents, you will see the call flow here.
 
 
Call Status
You can see the call status here. Calls are either marked as successful or failed.
 

Call Recording

Here is the recording of the call you are currently looking into. You can do multiple things with this recording, such as:
  • Listen to the recording
  • Download the recording
  • And delete the recording 

 
Play Recording
Click the play button to listen to this recording.
 

 
Stop Recording
Click here to stop this recording.
 

 
Mute Recording
This button mutes the recording.
 

 
Change Playback Speed
If you want to change the playback speed, you can click this button while listening to this recording.
 

 
Download Call Recording
If you want to download this recording, click this button.
 

 
Delete Call Recording
Click this button to delete this call recording.
 
Once deleted, your call recording will never be available again so be careful before deleting.
 

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Agent Reporting

User

With the dropdown menu here, you will be able to select the user from the list to be able to track their individual stats.
 

 

Fetching User Report

Click on this tab to fetch the report of the selected CRM user.
 

 

Calendar Duration

The calendar will allow you to view the stats within a certain calendar period.
 

 

Comparing report

If you need little in depth insights such as the performance during the current month and performance during last month to be able to draw some conclusions, you can use this feature and select two different time ranges and compare the stats.
 

 

Refreshing Data

Click on this tab to get the latest report with updated stats.
 

 

Reporting Dashboard

 

 
1. Opportunities – Gives you a fair idea of the number of opportunities the selected agent had access to, number of them converted to paid customers, number of leads the agent disqualified and number of leads lost. You can also see the stats percentages to get the better picture about the performance of the individual user. [Click here to learn more about the Opportunities in agent reporting]
 
2. Conversions – Here you get the idea about the number of leads the selected CRM user has in each pipeline and each stage of the pipeline. [Click here to learn more about the Conversions in agent reporting]
 
3. SMS – Check the stats related to SMS campaigns run by selected CRM user. [Click here to learn more about the SMS in agent reporting]
 
4. Email – Check the stats related to Email campaigns run by an individual CRM user. [Click here to learn more about the Email in agent reporting]
 
 
5. Leaderboard – Check how each agent in your team is performing. [Click here to learn more about the Leaderboard in agent reporting]
 
6. Call Metrics – View In depth information for the calling activities including manual calls, automation calls or calls made with dialer and number of incoming calls. [Click here to learn more about the Call Metrics in agent reporting]
 
7. Efficiency – Gives you the report about the overall performance of each user. [Click here to learn more about the Efficiency in agent reporting]

Appointment Report

Appointment Reporting

This section allows you to track and analyze all appointments created using your CRM calendars, including the outcomes of all appointments, where they came from, and which calendar was used to schedule.

NOTE: Depending on your user permissions, you may not have access all of the components.

Filter by Date and Calendar

In other to get the most accurate data, you will need to set date ranges and even select specific calendars based on what data you are looking to analyze.
 
 
Filter Details
In the filter options you can select a specific calendar, filter by booked or created appointments, and also select time frames to filter the appointment data.
 
 

Booked Appointments

How many booked appointments you have accumulated over a selected date range.
 
This data will vary depending on the date range and calendar you choose to analyze.
 
 

Confirmed Appointments

How many confirmed appointments you have accumulated over a selected date range.
 
This data will vary depending on the date range and calendar you choose to analyze.
 
 

Showed Appointments

How many people showed up to appointments over a selected date range.
 
This data will vary depending on the date range and calendar you choose to analyze.
 
 

No Shows

How many people no-showed to appointments over a selected date range.
 
This data will vary depending on the date range and calendar you choose to analyze.
 
 

Canceled Appointments

How many people canceled their appointments over a selected date range.
 
This data will vary depending on the date range and calendar you choose to analyze.
 
 
Appointment Channel
This graph shows how the appointment was booked. There are a few different channels for booking appointments, but the most common is “Booked By Lead”, meaning the lead booked the appointment themselves.
 
 
Appointment Source
This graph will show you where the appointment was booked.
 
 
Change Appointment Source
If you’d like to change the source, you can select a different source from this dropdown.
 
 
Appointment Outcome
This graph compares the overall result of all your appointments over a given date range. This is very useful when analyzing the effectiveness of specific appointment campaigns.
 
 
Appointment Data Table
This table shows all appointment data and gives you the ability to see individual appointments and the data associated with them individually such as:
 
Which calendar was used, requested appointment time, when that appointment was booked, who booked the appointment, where they came from, and the appointment outcome.
 
 
Appointment Outcome Filter
You can filter this table based on the appointment outcome to see only contacts that either showed up, no-showed, canceled, etc.
 
 
Export Appointment Data
If you need to export this data into an excel spreadsheet, you can do so by clicking here.
 
 
Change Table Data Columns
If you need to further customize this table data, you can change the columns to fit the view you are trying to analyze.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Settings

Here are the articles in this section:

Business Info
My Staff
Pipelines
Profile
Calendar Settings
Phone Numbers
Reputation Management
Custom Fields
Custom Values
Domains
Integrations
SMTP Email Services
Tags

Articles

Business Info

Manage 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 all of the components.

Company Data

Upload, change or remove a logo. Update, change or remove company information, including name, email, phone number, website.
 
 
API Key
You can use this API Key for Zapier and API integrations.
 

Company Address

Setup company address and time zone. Changing the time zone will impact your triggers, appointment booking, and more.
 

 

General Settings

(toggle on or off the following):
  • Allow duplicate contact.
  • Allow duplicate opportunity. 
  • Merge Facebook Contacts by Name. 
  • Disable Contact Time Zone.
     
     
 
 
 
 

Call & Voicemail Settings

Upload a custom voicemail in mp3 format, and set a timeout number. The CRM will record a voicemail if the call isn’t answered before this duration.
 
 

Depreciated Features

Choose to enable or disable old features that are soon to be phased out. Workflows will be replacing campaigns and triggers in the future.
 
 

Missed Call Text Back

Missed call text back will attempt to automatically send out a text message to any phone number that is registered as a missed call in your system.
 
If enabled, you can customize the text message being sent.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them. 

My Staff

Here are the articles in this section:

Team Management
Teams

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 user permissions, you may not have access all of the components.

Pipeline List

You will be able to find all created pipelines here in the pipeline list.
 
 
Edit Pipeline
If you need to edit a pipeline, you would click this icon here.
 
 
Delete Pipeline
To delete an already-created pipeline, click this icon here.
Once you delete a pipeline, it is gone forever.
 
 

Create New Pipeline

Let’s take this a step further and show you how to create a new pipeline. 
 
 
Pipeline Name
 
1. When creating a new pipeline, you want to give them names according to their purpose or the source of the leads.
We have pipelines named things like “Google Ads, Facebook Ads, Website Leads” etc.
 
2. Stage Name
Pipeline “Stages” are what comprise your entire pipeline. Each stage is a new step in the pipeline process.
 
You will want to name your stages in accordance with the step of the process your lead is in.
 
For example “New lead”, “Registered”, “Paid” are all pipeline stages that can be used for sales.
 
3. + Add Stage
When you are ready to add a new stage, you will click this button and name the stage accordingly.
 
4. Stage Funnel Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard funnel charts for reporting purposes or you can simply hide it.
 
5. Stage Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this stage in your CRM dashboard pie charts for reporting purposes or you can simply hide it.
 

Actions

 
 
1. Pipeline Pie Chart: Show/Hide
By clicking this toggle button, you can choose whether to show this pipeline in your CRM dashboard pie charts for reporting purposes or you can simply hide it.
 
2. Pipeline Funnel Chart: Show/Hide
By clicking this toggle button you can choose whether to show this pipeline in your CRM dashboard funnel charts for reporting purposes.
 
3. Delete Stage
You can delete a stage by clicking this garbage can icon.
Once you delete a stage, it will be permanently deleted.
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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 all of the components.

Personal Information

Upload your profile photo and change your personal contact information.
 
 

Change/Update Password

You can change or update your account password here.
 
 

User Availability

Set your personal availability and set a meeting location for your calendar invites.
(See “calendars” for a guide on how to set up calendars)
 
 

Email Signature

Set a custom email signature for emails sent by your user account when contacting leads and customers from within the CRM.
 
 

Integrations

Where you will see and control some specific integrations like Zoom.
(For more integrations, see the “integrations” tab in this settings area)
 
 

Calendar Configuration

Control calendar conflicts and which calendar you want to be the “Primary” calendar for scheduling.
(You will need to integrate your Google account to control calendars in this section. See “integrations” to set up your Google accounts)
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

Calendar Settings

In this section, you can create new calendars for your company and teams so they can schedule appointments with new leads or customers.

Depending on your user permissions, you may not have access all of the components.

Calendar Preferences

Calendar preferences give you the ability to change specific parameters around time and language.
 
 

Calendar Code

In order to use HTML code, and add your calendars to external websites like WordPress, you will need to select a calendar here.
 
 

Calendars

Each calendar team will show in a block like this. All individual calendars within that team will be listed inside of this block. If you do not have any calendar teams or individual calendars, you will need to create them before you see anything in this area.
 
 

Created Calendars

Each individual calendar will show as a tile inside of the team block. You will have the ability to edit the calendar and view the completed calendar all from buttons within this tile.
 
 

How To Edit or Delete Calendars

To edit or delete an existing calendar, simply click this icon to open up the two options. You can select “edit” or “delete” from there.
 
 

How To View & Share Calendars

If you want to view or share a specific calendar without adding it to a webpage, you can do so by clicking this link and copying the URL.
 
 

Create New Calendar

If you want to create a new calendar, simply click this button.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

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 phone numbers connected to the CRM location.
 
4. Number where you would like the calls forwarded.
 
 

Editing Phone Numbers

This will let you edit the existing phone number related settings.
 
 

Deleting Phone Number

This option will allow you to delete the selected phone number on the list.
 
 

Add Number

Lets you add a new phone number for your CRM location.
 
 

Selecting Phone Number

Clicking on “Add Number” tab will open up a page where you will be prompted to take some actions.
 
1. Select the country.
 
2.Select the area code.
 
3. Hit “search” tab.
 
4. Choose the number of your choice.
 
5. Hit “Save” button.
 

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 all of the components.

Send Manual Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually to individual contacts by clicking on the “Send Review Request” button.
 
 
Sending Manual Review Requests
Once you click the “Send Review Request” button, you’ll need to input the contact’s information. You will need to add their name, and either a valid email address or phone number to send the review request.
 
 

Custom Google Review Link

You can create a unique, trackable link to send to customers that lead them DIRECTLY to your Google review page so they can leave a review.
 
To generate a new link at any time, simply click on the “Generate Link” button!
 
 

Review Request Behavior

Decide what happens when you click the review request or check-in client button. You can either send the review request immediately and once or on a custom schedule.
 
 

Customize Review SMS

You can choose to customize your review request SMS to better fit your company’s message.
 
To enable custom SMS messages, toggle this switch.
 
 
Preview SMS Changes
All changes you make to your new custom SMS can be previewed here in real-time as you make adjustments.
 
 
Add SMS Image
If you’d like to use an image in your SMS, you can turn on that feature here.
 
When you are ready to add an image to your SMS, click this button to upload your image.
 
 
Customize SMS Message
This is the body of the SMS message. To customize, simply start typing!
 
 

Customize Review Email

You can choose to customize your review request email to better fit your company’s message.
 
To enable custom Email messages, toggle this switch.
 
 
Preview Email Changes
All changes you make to your new custom email can be previewed here in real-time as you make adjustments.
 
 
Change Preview Type
If you want to view this custom email in different screen types, you can select from laptop, tablet, or mobile here.
 
 
Customize Email
 
 
1. Email Subject
Customize the subject of your review request email in order to grab your customer’s attention in their email inbox!
 
2. Email Header
The “Heading” is already formatted so that it’s large and visible to your customer when they open this email. You can customize the text of the heading here.
 
3. Email Body
Make sure you add a great email body but make it short and sweet! When requesting a review, you don’t want your customer to lose focus or interest.
 
4. Positive Answer
You can trigger automation based on a “positive reply” that is sent back from your customer. You can customize that reply here.
 
Maximum Retries
You can also assign a maximum number of retries so the system does not continuously send this email forever.
 

Website Review Widget

If you want to add your awesome company reviews to your website, you can customize a website widget here to do so.
 
 
Website Review Widget Preview
Like the SMS and email preview windows, as you make changes to this widget, you can view the changes in real-time here.
 
 
Change Preview Type
If you want to view this website widget on different screen types, you can select from laptop, tablet, or mobile here.
 
Customize Website Review Widget
 
 
1. Review Widget – Header
You can customize the header text here. Something like “Amazing Customer Reviews” would probably work great!
 
2. Review Widget – Title Color
You can give your Title a custom color to match your company color scheme.
 
3. Review Widget – Rating Color
You can even change the color of the star rating by selecting a custom color here.
 
4. Review Widget – Background Color
You can also customize the background color of your widget to match your company color scheme.
 
5. Review Widget – “Powered By”
If you’d like to remove the “powered by” text on your widget, you can do so here.
 
Review Widget – Embed Code
In order to add this widget to your website, you would need to paste this HTML code on a web page. If you have built your website in this system, you can simply add it by dragging it into the page as an element.
 

Send After Check-In

Choose when to send this SMS/Email after your customer “checks in”. You have a few pre-defined options, you can either send the message immediately, in listed hours or you can choose “custom” to set your own timeframe.
 
 

Repeat SMS/Email

This process can be automated, and you can choose to repeat this SMS/Email message over the course of a number of days if you choose. Here you have a few different pre-defined options, or you can add your own “custom” timeframe.
 
This automation will stop as soon as the intended contact clicks on the links in the SMS/Email.
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

Custom Fields

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 normal questions like “Name, Email, and Phone Number”.

NOTE: Depending on your user permissions, you may not have access all of the components.

Drag and Drop Custom Fields

You can use this icon to drag and drop custom fields you have already created in order to organize them.
 
 

Custom Field Name

In this column, you will see the names you have given your custom fields.
 
 

Custom Field Type

Here you will see what type of custom field they are.
 
 

Custom Field Key

The “field key” is used when requesting data via webhooks and when adding custom data to things like emails and texts.
 
This is automatically generated and formatted using the name of your custom field.
 

 

Custom Field Placeholder

You can customize the placeholder of your custom field here. The placeholder is what shows inside the input area of a text field.
 
 

Edit Custom Field

Click this icon to edit an already existing custom field.
 
 

Delete Custom Field

To delete a custom field, click this icon.
 
Once you delete a custom field, it is permanently deleted.
 

 

Add New Custom Field

In order to create a new custom field, you would click this button in the top right corner. To learn more about creating custom fields, click here: Creating New Custom Fields
 
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them

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

Name 

Here you will see the name you have given to the specific custom value.
 
 

Key

Key is a unique value generated by the system for each of the custom value you have created. As shown in the image below, you will always use the value shown in the “Key” area.
 
 

Value

Value refers to the information you would like the system to populate when you select a particular custom value. User need to fill this information based on their objective. If you have a custom value with the name and you want your system to use one of your phone number then you would need to first add the phone number for the system to use it.
 
 

Delete Custom Value

Lets you delete the selected custom value.
 
 

Editing of a Custom Value

This will let you edit the existing custom value settings. Clicking on this tab will open up a page where you will be able to edit the custom value settings.
 
 

Editing Custom Value Settings

1. Name your custom value.
2. Enter the value your would like to be used.
3. Save the settings.
 

Domains

Connecting Domains

In this section, you can connect your website domains to your CRM which will give you the ability to build and manage your website directly inside your CRM. 

We strongly advise that you speak to your CRM administrator or a web developer before performing these actions.
NOTE: Depending on your user permissions, you may not have access all of the components.

Add New Domain

To add a new domain to your CRM, click this button.
 
 
Adding Your Domain
You can ONLY add an already purchased domain to your CRM. If you have not yet purchased a domain, you will need to go purchase one from your web hosting service.
 
 
Enter Domain Here
Once you have your domain, you can add it here.
 

Adding DNS Records

INCREDIBLY IMPORTANT!
If you have never changed or added DNS records, contact your CRM admin or a web developer to do this for you.
You will need to log into your web hosting service and change your DNS records to match what you see here.
 

 
Robots.txt
This is not required, but if you have robots.txt code that you want to add to this domain, you can do so here.
Robots.txt is a text file webmasters create to instruct web robots (typically search engine robots) how to crawl pages on their website.
 

 
Save and Apply Changes
Make sure to select the “Add” button when you are finished.
 
Adding a domain may take some time, and this button may not work right away. Your DNS records will need to propagate and that can take up to 24 hours.
 

 

Domain List

Once you have added domains to your CRM, you will see them in this column.
 

 

XML Site Map

If you want to add an XML site map to your website, you can do so here. This is highly valuable for SEO ranking purposes.
 

 
Edit Domain Settings
If you want to edit domain settings, you can do so by clicking this icon.
 

 
Delete Domain
Once deleted, in order to re-connect that domain, you will need to go through the entire process again.
 
You can delete a domain connection by clicking this icon.
 

​
Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.

Integrations

You can connect various other platforms to this software such as Google, Facebook, Instagram, Stripe, and more with integrations settings. 

SMTP Email Services

 
Forwarding Address
****You can set up a forwarding email address to receive where you would like the incoming emails to be forwarded. You will receive the email replies not only in the Conversation view but also in your personal email inbox. When you reply to the leads’ email in your inbox outside of your CRM, your reply will not sync back to your CRM.
 
 

BCC Emails

You will receive every email that goes out from that location.
 
 

Forward to the assigned user

The assigned user to the lead will receive the email replies in their user email.
 
 

Save changes

 
 
Click on “Save” every time you make any changes to the existing settings.
 

Default provider

Let’s you select the default email service provider in case if you have multiple email providers connected to SMTP.
 
 

Providers

Here you will see the email services providers you have for the CRM location.
 
 

Reply Tracking

When enabled, it captures the email replies for you to be able to read the replies in the Conversation tab of your CRM.
 
 

Edit email service provider

This tab lets you edit the selected email service provider.
 
 

Delete provider

Depending on your CRM permissions, This option will allow you to delete an email service provider.
 
 

Add an email service provider

This tab will let you add a new email service provider for your CRM location.
 

 

Selecting an email service provider

You can choose which email service provider from the list. you can also add a service provider outside of these options.
 
 

Setting up Gmail

1. Select Gmail option 2.
 
2. Enter your email address.
 
3. Enter your password.
 
4. Click on the “Save” tab.
 
 

Choosing other service providers

There are multiple SMTP service providers which you can configure to your CRM. Just click on the “Other” tab to set up an SMTP that’s outside of the list.
 
1. Click on the “other” tab to add the provider outside of the list.
 
2. Enter the name of the provider. eg. Sendinblue.
 
3. Copy and paste the SMTP server details from the SMTP provider you have chosen. (you will have to log in to your SMTP provider’s website and click on the SMTP option to get these details).
 
4. Copy and paste the SMTP port number from the SMTP provider you have chosen. (you will have to log in to your SMTP provider’s website and click on the SMTP option to get the details).
 
5. Enter the username.
 
6. Enter your email address.
 
7. Enter Password.
 
8. Click on “Save” tab.
 

Tags

NOTE: Depending on your user permissions, you may not have access 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 create tags in a bunch of other areas in your CRM, but this is the only place you can delete or edit the tags.
 
 

Creating New Tag

To create a new contact tag in your CRM, click this button.
 
 
This option will allow you to create new tag and give it a unique name such as “New Lead”, “Paid Customer” or whatever the tag is meant for. As shown in the screenshot below, you would need to type the name you want to give to your tag and click on “Add” to save the changes.
 
 

Searching Tags

Use this search box to find out a specific Tag from the list. This is helpful when you have bunch of tags created in the system and you need to quickly access one of those tag.
 
 

Tags

This column will show all of the Tags you have created by the “Name” you have given to each Tag.
 
 

Created On

This column will show the Date and Time when the tag was created in the first place.
 
 

Updated On

This column will show the Date and Time when each tag was last updated.
 
 

Tag Menu

Look at the screenshot below to see the three dots menu where you can edit a few settings for each tag in the list.
 
 

Editing a Tag

This tab will allow you to change the name of the tag you have selected. Clicking on this tab will open up a new window where you can make the desired edits.
 
 

Deleting a Tag

This option will allow you to Delete a specific tag from the list.
 

Deleted Tags

Click the “Start Help Guide” button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them.