General Articles

How To Use The Dashboard
How To Use The Dashboard Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. ...
Sun, 3 Apr, 2022 at 10:11 PM
Tags Overview
Tags Overview The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that...
Tue, 14 Sep, 2021 at 10:23 PM
Account Settings Overview
Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up fo...
Thu, 16 Sep, 2021 at 6:22 PM
How To Understand Time Zones
How to Properly Set Up Time Zones (for users and leads) You always want to know that your leads are getting the right communication at the right time. 2 AM...
Thu, 16 Sep, 2021 at 7:50 PM
Setting Time Zones
The system uses time zones in several ways - from timing campaigns, to determining appointment times in your calendar, and more. You want to ensure the loca...
Thu, 16 Sep, 2021 at 7:50 PM
Understanding Domains
Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e...
Thu, 16 Sep, 2021 at 7:51 PM
CloudFlare Setup
While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-...
Thu, 16 Sep, 2021 at 7:52 PM
How to Create and Use Custom Values
Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They ar...
Thu, 16 Sep, 2021 at 7:52 PM
List of Custom Values
Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} ...
Thu, 16 Sep, 2021 at 7:53 PM