Posts by admin:
Event updates when Contact’s Info changes
Posted on: 02 Nov 2022
If a User has a pending appointment and the contact’s information: Name, address, phone and or email are edited, then that information is synchronized into the Appointment information.
Email Franchise Estimates Reports
Posted on: 28 Oct 2022
At the bottom of the Lead Flow Dashboard Chart there is a link where Users can click to get the data behind the chart. On click, the system will prompt for email address. After the report is generated, it will be emailed.
Forgot Username or Forgot Password
Posted on: 27 Oct 2022
From time to time we forget things. Follow this process. After you have put in your Account or User email address, the system will send you an email with a link to reset your password.
Emojis in Text Message
Posted on: 13 Oct 2022
The CRM system can now receive emojis in a text from Contacts.
Contact Links within Contact Profile
Posted on: 13 Oct 2022
There are now two options for collecting and sharing information about Contacts from the CRM: Clicking the option at the top left (Contact Info) will copy a URL link back to this specific Contact profile that you can share with others. To access the the information about this Contact, the recipient of this information must […]
Message Center
Posted on: 13 Oct 2022
A unified Message Center concept has be added to the Add-On options, meaning that this feature must be turned on before it will be visible in the system. Once turned on, the “Message Center” option will show in the main menu. When the Message Center is opened it will show a list of messages on […]
View and Edit Opportunity Matrix
Posted on: 29 Sep 2022
While all Users can view the content of the Opportunity Matrix only Admin Users and Account Owners can edit info in the Opportunity Matrix.
Proposals: Email from Invoice Tab
Posted on: 28 Sep 2022
From the Invoice Tab in Proposals, you can send an email in one of two ways: Click on the Email Link and the system will open the full Contact Profile where you can verify/change the email address and then click on the Email Tab. Here you have the full power of our email tool including […]
Share Hosted Pages
Posted on: 28 Sep 2022
After you have create a Hosted Page, you can share that page with subaccount using the identified icon in the image just above. When shared, the receiving subaccount will NOT be able to edit the hosted page. All editing rights remain with the originating account.
Charts: Minutes and SMS Usage
Posted on: 21 Sep 2022
Two chart that will keep you in the know of your Minutes and SMS usage trends. You can choose between 1 and 12 months. Please understand that this chart shows is based on the the calendar month not the billing month.