In this article, we'll show you how to set up a root domain. But first, what exactly is a root domain? Essentially, a root domain is the most basic form of a URL - for example ...
In this article, I'll show you how to set up subdomains. Next, click Add New Domain in the top right. In the popup, we'll need to specify the name - we're going to use pr ...
Here we will cover the steps needed to connect Shopify store. Shopify integration allows you to manage your store from inside of the CRM. Integrating Shopify store is a 2 step ...
In this article, we’ll show you how you can set up custom values in your platform. To start Click Settings in the left menu and navigate to Custom Value. This is where yo ...
Integrate TikTok and create a TikTok Lead Ads workflow to collect information from your prospects via TikTok straight to your CRM! With this guide, we'll walk through integrating y ...
With URL redirects tool, you can redirect traffic from any URL on a hosted domain to any other URL. If you're looking to reroute your web traffic from one URL to another within ...
NOTE: Depending on your user permissions, you may not have access to all of the components. Tags The tags section of your CRM holds a powerful feature—contact tag managem ...
Adding a New Custom Value You can create your own custom values as per your requirements. To start, all you need to do is click the green Add Custom Value button. Once you do this ...
Here you can manage your preferences for the notifications that appear on the CRM dashboard. If a user is associated with multiple sub-accounts, they can set different notific ...
Overview Presenting the groundbreaking Conversation AI from our CRM. Harness the power of our AI-driven automation to enhance your customer engagements. The Conversation AI is a s ...
Your Profile. The Profile section offers you the ability to customize and manage your personal account settings. Within this area, you can modify your profile information, update ...
Manage Profile Settings Here’s an overview of the company settings tab in your account settings management area. NOTE: Depending on your user permissions, you may not ...
Within the Team Management portion of the My Staff area, you have access to a variety of team management options, including the ability to add or remove users from your account. Th ...
Opportunity Pipelines If you want to maximize your opportunities in this CRM, don't forget to explore its Pipelines tab. By doing so, you'll be able to create, manage and organize ...
Within the phone numbers tab of your CRM, you have the capability to purchase phone numbers specifically for your business communication needs. These acquired numbers can be utiliz ...
Stripe Integration Are you currently accepting payments with Stripe? You can easily add that information in the Integrations section within the Payments tab. Simply look for 'Inte ...
A2P (Application-to-Person) is a body that brings together all US carriers to form a centralized repository where businesses who want to send text messages must register. The A2P 1 ...
Register the newly created Business Profile for A2P 10DLC capabilities by creating a US A2P brand. This will register the business for US A2P10DLC capabilities. This is required fo ...
To get started, create your Business Profile within the Trust Hub. This step validates your business identity. This step is only if you have an EIN and you will only set this ...
📌 Note: This guide is specifically for LC Phone users. To sign up for SHAKEN/STIR, ensure you've completed the Business Registration Process and received approval. Calls Blocked ...
Introduction We are committed to protecting the privacy of our users and their customers. We stay appraised of developments in data protection laws to ensure that you can be confi ...
Getting started with user permissions To manage users' permissions for a sub-account, Navigate to Settings > My Staff. Click on the edit icon for the user whose permission ...