Help center

Affiliate

Maximize your understanding of utilizing Affiliates in your CRM with the insightful information provided in this section.

Automation

Automations in your CRM provide a powerful way to automate tedious and repetitive tasks, and improve your business's workflow efficiency.

Business Profile

This section provides guidance on how to effectively manage your business profile.

Blogs

This Collection will guide you on how to use blogs for your CRM

Calendars

When it comes to calendars, this training area will provide you with guidance on how to effectively use the calendar functions in your CRM platform.

Chat Widget

Here's everything you need to know about using the chat widget with your CRM

Contacts

In this section, we will explore the different ways you can use the contacts feature inside of your CRM to streamline your workflow and improve your customer relationships.

Custom Fields

This section will guide you on how to effectively use custom fields within your CRM.

Custom values

In this section you will learn about custom values and how they are used in CRMs.

Conversation AI

This collection will guide you on how to use Conversation AI

Company

This collection will give you articles about company module that would help you in your crm

Dashboard

These set of articles offer a summary of the dashboard's features and its importance to your Business.

Domain

This section provides information on how to use domains

Emails

Enhance your understanding of effectively using Emails in your CRM with the valuable information provided in this section.

Funnels

This section provides information on using funnels within your CRM.

Forms

Here's everything you need to know about using trigger links in your CRM

Invoices

The Invoices section provides various guides to help you utilize all of the invoicing features in your CRM.

Inbox

This section is designed to help you get the most out of your Inbox and access all the features that can take your conversations t to the next level.

Integrations

This collection will help you on how to integrate other apps to your crm

Media

This collection will guide you on how to use Media with your CRM

Memberships

Here's everything you need to know about using Memberships in your CRM

Message Templates

Here's everything you need to know about using messaging templates in your CRM

My Staff

How to Manage Your Staff in Your CRM

My Profile

Through the profile area, you can easily manage a diverse range of features including personal integrations, calendars, availability, personal information and much more.

Pipelines

This section will teach you how to effectively use pipelines with your CRM.

Phone

Here, you will find advice on integrating phone numbers into your CRM system, setting up automated calling processes, and using phone features to improve customer communication.

URL Redirect

This section teaches you how to utilize URL Redirects effectively.

Reporting

Reporting provides metrics on performance, allowing businesses to track progress, identify areas for improvement, and make data-driven decisions.

Reputation

This collection will guide you how to use reputation

Social Media Posting

Here's everything you need to know about using Social Media Posting features in your CRM

Survey

This ultimate guide covers all the important information you need to know about effectively using Surveys in your CRM.

Tasks

How to Use Tasks and Boost Your Productivity Inside Your CRM

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