This article provides a simple overview of your dashboard and the options available on the left sidebar of your platform. It explains how you can access different features within ...
When you first log into the system, the first item you will see is the Dashboard. This is a broad visual overview of your business including opportunities, pipeline value, and conv ...
The dialer button is visible from every view of your platform and is found in the top right corner. Click your dialer now. This opens a user-friendly interface with standard dia ...
Connecting Facebook/Messenger When your Facebook page is connected to your CRM system, you can conveniently access incoming Facebook messages directly within the conversation ...
In this section, you can easily stay connected to leads, clients, prospects, and more through messages and emails. Stay informed about all your inbound and outbound communicat ...
Custom Values are a valuable item in your CRM, making repetitive tasks easier to manage and personalize emails, SMS messages, funnels, websites, and more! There are eight cate ...
What is this feature? This is an amazing feature to drive more sales and conversations with the customers on Facebook and Instagram. Attract and engage with customers when they ...
