Business Services - Phone Numbers

This article explains how to manage phone numbers within your CRM, detailing how to purchase, edit, and delete numbers for enhanced business communication.

Domains - Setting Up Root Domains

This article explains how to set up a root domain and a www subdomain for your website, including adding DNS records and linking the domain to specific site content on your platform.

Domains - Setting Up Sub-Domains

This article guides you through setting up subdomains in your CRM, detailing each step from adding a CNAME record in your DNS settings to linking the subdomain to specific funnels on your platform.

Email Services - Advanced risk assessment in email campaigns

This article introduces the Risk Assessment feature for email marketing, detailing how it uses Bulk Verification to improve email campaign success by analyzing deliverability risks.

Meeting Google and Yahoo's Email Sender Requirements in 2024

This article outlines essential steps for email senders to comply with new Google and Yahoo requirements, including setting up a branded sending sub-domain and DMARC authentication.

My Business - Business Profile

This article details how to manage the company settings in your account, covering everything from general information and physical address to compliance settings and call management.

My Business - My Profile

This article provides a guide on customizing and managing personal account settings in the Profile section, including updating personal information, setting availability, and managing integrations.

My Business - My Staff

This article provides a comprehensive guide on managing team settings within the "My Staff" area, including adding, editing, and assigning roles to team members.

Pipelines - Opportunity Pipelines

This article outlines how to effectively utilize the Opportunity Pipelines feature in a CRM to create, manage, and optimize sales processes for better profitability.

Regulatory Compliance - A2P - Creating a Business Profile using a Trust center

This article guides you on setting up your Business Profile in the Trust Hub, including required details and the review process.

Regulatory Compliance - A2P Brand and Campaign Registration

This guide explains how to register your business for A2P 10DLC to ensure SMS/MMS compliance in the US.

Regulatory Compliance - Application-to-Person (A2P)

This article explains how to ensure compliance with A2P 10DLC regulations for sending SMS and calls in the US, including the importance of SHAKEN/STIR protocols and how to use Terms and Conditions elements in your communications.

Regulatory Compliance - GDPR Compliance and Data Privacy

This article outlines how our platform complies with GDPR, detailing responsibilities as data controllers and processors, and explaining data subject rights and data transfer safeguards.

Regulatory Compliance - Understanding Call Marking and How to Avoid It (LC Phone)

This guide explains the SHAKEN/STIR protocol and FCC’s steps against robocalls, detailing how businesses can register US numbers to avoid nuisance labels.

Tags - Using Tags

This article outlines how to manage contact tags within your CRM, explaining how to create, search, edit, and delete tags to efficiently organize and trigger actions for your contacts.

URL Redirects - Overview

This article describes how to use the URL redirects tool in your CRM to reroute traffic efficiently from one URL to another within a hosted domain.

Custom Fields - What Are Custom Fields?

This article provides a detailed guide on how to organize and manage custom fields in your CRM, enabling you to capture and utilize specific customer information through surveys or forms effectively.

Custom Values- How To Use Custom Values

This article explains how to create and utilize custom values in your CRM for offers, logos, and more, enhancing your marketing efforts across emails, SMS, and web pages.

Integrations - Overview

This article explains how to enhance your business capabilities by integrating your software with major platforms like Google, Facebook, Instagram, Microsoft Outlook, and Zoom for broader reach and improved efficiency.

Custom Values - Merge Fields

This article provides a comprehensive guide on using custom values in your CRM to enhance personalization and efficiency across various communications and workflows, spanning categories like user details, appointments, messages, and more.

Integrations - Connecting Facebook/Messenger

This article outlines how to manage Facebook messages within your CRM, detailing functionalities such as creating messages, using templates, requesting payments, and configuring customer interactions.

Custom Values - Adding Custom Values

This article guides you on how to add, edit, and manage custom values within your CRM, helping you tailor system operations to your specific needs for improved efficiency and customization.

Integrations - Connecting Facebook & Instagram

This article provides a step-by-step guide on how to connect your Facebook and Instagram accounts to your CRM, including setting permissions, managing ad accounts, and integrating messaging features.

Integrations - Connecting Google

This article outlines how to integrate Google accounts with your CRM, providing access to Google Workspace, Google My Business, Google Ads, and Google Analytics all in one platform.

Integrations - Connecting Microsoft Outlook

This article guides you on how to integrate your Outlook account with your CRM, enabling seamless calendar synchronization for better scheduling and appointment management.

Integrations - Map Facebook Fields

This article outlines how to map Facebook form fields to your CRM, ensuring accurate and efficient data transfer between Facebook and your CRM system.

Integrations - Google My Business

This article explains how to connect your Google My Business account to your CRM, enabling streamlined management of GMB messaging and call tracking within a unified system.

Integrations - Google My Business Publishing Troubleshooting

This article guides you through troubleshooting common issues when publishing on Google My Business, focusing on image ratios, verifying locations, and handling limitations for multiple locations.

Integrations - Stripe Integration

This article explains how to integrate Stripe with your CRM for payment processing, covering how to switch between live and test modes, and enabling Google and Apple Pay.

Integrations - Setting Up Shopify Integration

This article guides you through the two-step process of integrating a Shopify store with your CRM, from creating a custom app to connecting it to your account.

Integrations - TikTok Ads Account Integration

This article provides a comprehensive guide on how to integrate your TikTok business account with your CRM and set up a workflow for TikTok Lead Ads to streamline lead collection.