Getting Started (3)
Here you can find a collection of articles that will help get you started with our platform.
Memberships and Communities (5)
Here you will find everything related to the Memberships and Communities features of our platform.
Settings (19)
Here you will find everything related to the global settings of our platform.
-
Settings: Team Management
-
Integrating Google Meet for Virtual Appointments
-
How to Reset Your Password Through My Profile & My Staff
-
A2P - Brand and Campaign Registration
-
A2P - Completing the Business Profile
-
Understanding Call Marking and How to Avoid It (LC Phone)
-
How to Create a WhatsApp Template
-
Using WhatsApp Media Templates
-
WhatsApp Business Profile Management
Automation (7)
The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.
Calendars (6)
The Calendars tab in provides tools for scheduling and managing appointments, meetings, and events all within a customizable and organized calendar interface.
Contacts (8)
The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities. It enables efficient organization and communication with leads and clients.
Conversations (4)
The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more - this platform allows you another key way of communication by having everything under one roof.
Opportunities (15)
The Opportunities tab aids in monitoring and managing leads through different sales stages, helping businesses streamline efforts and improve conversion rates.
Payments (9)
The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status
-
Documents & Contracts
-
Create Document & Contract Templates and Send Them Automatically with Workflows
-
Settings in Documents & Contracts
Reputation (9)
Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.
Reporting (7)
The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.
Sites (15)
All content related to Sites, Funnels, Forms & Surveys
Marketing (12)
The Marketing Tab Includes features such as the social planner, Email Marketing, and an Affiliate Manager
-
Ways To Avoid The Spam Folder When Emailing
-
Creating Email Campaigns
-
Email Templates vs Email Campaigns
-
How to Create a Campaign in Ad Manager
-
How to Set a Facebook Page as Default in Ad Manager
-
Ad Manager Settings
-
How to Create a Brand Board
-
How to Change Your Default Brand Board
-
How to Use Brand Boards in Emails
Dashboard (2)
Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.
Media Storage (2)
Media Storage
Introduction (1)
Introduction