Here you can find our welcome article that will help you get acquainted with our support portal.
Dashboard
Get a quick glance at the opportunities in your pipeline, including status, value, stage, and more. You also can see needed tasks, manual actions, leads, and ad reports.
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Engage with your audience through their preferred communication channels.
2 Sub-categories | 7 Articles
Connect calendars, view appointments, and set up booking links to make scheduling easier than ever.
6 Sub-categories | 27 Articles - Updates Coming Soon
View your contact list, take bulk actions, and view specific contact's records and history.
3 Sub-categories | 16 Articles
Opportunities
Use pipelines to track leads and sales and get a better understanding of where your opportunities are at.
Coming Soon
Track finances, send invoices, and utilize documents to send out contracts.
4 Sub-categories | 23 Articles
Marketing
Handles all your outbound marketing from one place - from social platforms, to newsletters, to text templates.
Coming Soon
Automation
Pull work off of your desk by utilizing workflows to automate actions and keep yourself informed about any updates.
Initial Overview Coming Soon - In Depth Guide Slated for Development
Sites
Build websites, landing pages, forms, surveys, and more to help advertise your show and collect information.
X Sub-categories | X Articles
Media Storage
Upload photos, videos, pdfs, and other files for storage or to use in the system.
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Reputation
Keep an eye on your digital presence and send out review requests to boost your digital reputation.
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Reporting
Keep an eye on your ads, inbound leads, calls, and appointments.
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App Market Place
Do even more through the App Marketplace.
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Business Profile
Control how your production appears within the system.
Coming Soon
My Profile
Control your profile and integrate tools.
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Billing
Manage your card on file used for billing for actions taken within the system.
Coming Soon
My Staff
View what users have access to your system, add new users, and make adjustments to user’s access and settings.
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Email Services
Configure settings for how emails send from your system.
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Phone Numbers
Purchase and configure phone numbers that can be used through the system.
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Custom Fields
Set up custom fields that can be used to track details about individual contacts.
Coming Soon
Custom Values
Set up custom values that can be used to track details on a system-wide basis.
Coming Soon
Domains
Set up and manage domains connected to your system.
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URL Redirects
Set up redirects to point pages within your system to other locations.
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Integrations
Set up and manage third-party integrations.
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Tags
Set up and manage tags that can be applied to individual contacts.
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