CRM
Note: The name of the file should not include any special characters e.g. &*%$# 1. Click on the I...
Tue, 3 Aug, 2021 at 10:36 AM
On the Message page of your template, select the Image icon Option 1 - Drag and drop the image Option 2 - Click to upload manually, navigate to ...
Wed, 3 Mar, 2021 at 2:11 PM
Navigate to CRM > Marketing > Create Campaign Select the Blank email template The Message table allows you to add a personal message To insert a...
Mon, 8 Mar, 2021 at 8:32 AM
YouTube link: https://youtu.be/jBhDUfxCRzQ (forward to 3.35 min) Navigate to CRM > Marketing > Campaign History Click on the campaign you wish to...
Tue, 8 Feb, 2022 at 2:27 PM
YouTube link: https://youtu.be/jBhDUfxCRzQ Click on the ‘CRM > Marketing > Create Campaign’ Type in the subject (e.g., Congratulations, New...
Tue, 8 Feb, 2022 at 2:28 PM
YouTube link: https://youtu.be/JkMQ_63ajxk The My Business Tab helps you to set Goals for yourself and then calculates what you need to accomplish to ach...
Tue, 8 Feb, 2022 at 10:35 AM
YouTube link: https://youtu.be/HiINz2mQRBw Navigate to CRM > Contacts > Manage Contacts Click on the Add a contact icon on the top right ...
Tue, 8 Feb, 2022 at 10:38 AM
YouTube link: https://youtu.be/HiINz2mQRBw When creating new Contacts If you have more information on contacts than the basic contact form allows fo...
Wed, 16 Mar, 2022 at 5:27 PM
YouTube link: https://youtu.be/HiINz2mQRBw Navigate to CRM > Contacts > Manage Contacts To ADD A CONTACT, click on the Add a contact icon on the ...
Tue, 8 Feb, 2022 at 11:02 AM