Getting Started Category

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Build, Launch, and Sell Your Online Course

Building and selling an online course doesn’t have to be complicated. With the right setup, you can quickly turn your knowledge into a structured product, package it into an offer, and start sharing it…

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Chat Widget Spam Protection with Bot Detection

Chat Widget SecurityChat Widget Spam Protection with Bot DetectionAutomatically detect and block spam bots from your chat widget to maintain clean conversations and protect your CRM from malicious traffic.What You'll LearnThis article explains how…

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Connect Facebook & Instagram Messages to Your Unified Inbox

This article explains how to connect social messaging channels so incoming messages appear together in a single inbox. Once connected, conversations from different messaging channels can be viewed and managed in one place, making…

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Create New Contact

Add your first contact and start building meaningful engagement right away. TABLE OF CONTENTSCreate New ContactEdit Existing ContactCreate New Custom FieldsCreate New ContactLet's dive right in by adding your very first contact. Establishing your network…

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External Tracking: Capture Website Form Submissions Automatically

Capture form submissions from external websites directly into your CRM with zero manual setup. The enhanced External Tracking feature automatically detects supported forms like Gravity Forms, WPForms, and custom HTML forms, then sends submissions…

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Fix Common Domain Connection Errors

Connecting a domain usually takes only a few minutes, but DNS conflicts or incorrect records can sometimes prevent verification from completing successfully. This guide explains the most common domain connection errors, what they mean,…

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Getting Started – Launch a Website From Template

Launching a website involves creating your pages, connecting a domain, assigning it to the website, and publishing the final version. Following the correct order helps prevent broken URLs, domain errors, and unpublished changes from…

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How to Configure Downgrade Settings for SaaS Clients

SaaS • Downgrades • RetentionHow to Configure Downgrade Settings for SaaS ClientsDowngrade Settings in the SaaS Configurator let agencies give SaaS clients a self-service path to move to a lower plan while retaining control…

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How to Create Products and Sell Them Using Funnels

Selling online becomes simple when your products, funnel, and checkout are properly connected. This guide walks through creating a product, making it available inside a funnel, and setting up an order form for seamless…

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How to Customize Product Selector Styles on the Product Details Page

Ecommerce Stores • Product Details • DesignHow to Customize Product Selector Styles on the Product Details PageProduct selector styles control how customers choose variants, pricing options, quantities, and other supported product selections on a…

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How to Manage and Connect a Purchased Domain

Opportunity custom values let you personalize Documents & Contracts templates with deal-specific information, such as a project budget, service type, or closing date. When a workflow generates the document, the platform replaces each merge…

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How to Share Snapshots

Snapshots • Sharing • Assets ProtectionHow to Share SnapshotsShare reusable Snapshot configurations with the right recipients, choose the appropriate link type, and control how protected assets behave when a Snapshot crosses agency boundaries.What You'll…

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How to Upgrade or Downgrade a SaaS Plan for a Location

SaaS • Plan Changes • Subscription SyncHow to Upgrade or Downgrade a SaaS Plan for a LocationUpgrading or downgrading a SaaS plan changes the client's subscription tier, billing, and feature access. For eligible SaaS…

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Import data from HubSpot

HubSpot Importer helps you move important HubSpot CRM data into your CRM faster. This article walks you through importing your HubSpot data (contacts, deals, custom fields, and pipelines) and reviewing the import results so…

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Introduction to Project Management

Project Management brings tasks and projects directly into your CRM, so your team's work stays alongside the contacts and opportunities it relates to.This introduction explains what Project Management is, how work is organized, and…

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LeadConnector Mobile App Quick Start Guide

The mobile app gives you access to essential customer, sales, scheduling, payment, and communication tools while you are away from your computer. You can manage conversations, opportunities, invoices, reviews, appointments, contacts, and tasks directly…

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Managing Conversations Quick Start Guide

Conversations gives you one place to communicate with contacts, review activity, schedule follow-ups, request payments, book appointments, and update CRM records. This quick start guide covers the core tools you need to manage day-to-day…

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Managing Payments Quick Start Guide

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Multi-Brand Management for SaaS

SaaS ConfigurationMulti-Brand Management for SaaSCreate and manage up to two independent brands within a single SaaS account, each with unique white label settings, domains, and customization options.What You'll LearnThis article explains how Multi-Brand Management…

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Prospecting

Prospecting helps you find businesses and move generated prospects into your CRM for follow-up. You can control whether saved prospects become contacts, trigger workflows when prospects are generated, and route new Prospect AI leads…

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