With the Universal Search feature, you can rapidly search for contacts, payments, and opportunities in your system. If the search results in a match, you can effortlessly access the entry, otherwise, you can create a new one. Follow these uncomplicated guidelines to understand how to use the Universal Search:
Step 1: Navigate to the dashboard menu.
Step 2: Add a Contact or Opportunity from the Search tab
How to correctly configure time zones for both users and leads It is crucial to ensure that your leads receive communication at the appropriate time, avoiding sending messages during inappropriate hours such as 2 AM. Time zone options for both users and leads can affect the timing of campaigns. This guide provides all the necessary […]
Domains are an essential aspect of your business as they enable people to access information about your business, such as your website, without any effort on your part. Although you don’t need to be an expert on domains, we’ve compiled a list of useful tips and frequently asked questions to assist you in setting up […]
Time zones are used in various ways in the system, including timing campaigns and scheduling appointments on your calendar. It is important to make sure that the location time zone is set up correctly in Settings → Company. The “How To Understand Time Zones” article provides a detailed guide on how time zones affect different […]
Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact > Last name: {{contact.last_name}} Contact > Email: {{contact.email}} Contact > Phone: {{contact.phone}} Contact > Company name: {{contact.company_name}} Contact > Full Address: {{contact.full_address}} Contact > Address 1: {{contact.address1}} Contact > City: {{contact.city}} […]
As soon as you log into the system, your Dashboard will appear, providing an overview of your business’s progress and performance. It encompasses several components, which may include the following by default: Row 1: Row 2: Row 3: Row 4:
To incorporate your system, you might consider using WordPress. Whether you’re creating a new WordPress site, transferring an existing one, or adding more domains, configuring the DNS to direct to your WordPress is necessary. Follow these instructions to understand how to establish this connection: Part 1: Creating a new WordPress website Step 1: Creating a […]
In the Membership section, you have the ability to personalize multiple settings and attributes to ensure that the Membership experience for your users functions precisely as you desire. Step 1: Accessing the Settings Step 2: Customizing the Settings
Merge Fields, also known as Custom Values, are pre-defined values that you can incorporate into a template, which will automatically fill in when producing communication with your contacts. These fields are an efficient way to save time and optimize your system by automating data, allowing you to send customized communication promptly. For instance, by inserting […]
The General Data Protection Regulation (GDPR) is a data privacy and security law introduced by the EU which became effective on May 25, 2018. It is currently the most stringent privacy and security law globally. If an organization targets or collects data related to individuals in the EU, regardless of whether it is located in […]
