Account Management

​How To Include Email Signatures On ALL Outgoing Messages
You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will s...
Mon, 20 Sep, 2021 at 10:57 AM
​How To Update Your Company Settings
Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone n...
Mon, 20 Sep, 2021 at 10:57 AM
​How To Manage Team Management
The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick s...
Mon, 20 Sep, 2021 at 10:57 AM
​How to Edit User Information and Permissions
User permission allows you to grant access or restrict certain capabilities from different team members. Follow these steps below: Navigate to Settings ...
Mon, 20 Sep, 2021 at 10:58 AM
​How To Reset Your Password
In this article, you will learn how to reset your password, if you forget it, or just want to change it. Depending on your permissions, you will either need...
Mon, 20 Sep, 2021 at 10:58 AM
How to Create, Edit and Delete Custom Fields
Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fi...
Mon, 20 Sep, 2021 at 10:58 AM