Posts by sarareece:
Mailbox Power
Posted on: 06 Nov 2020
Overview Mailbox Power is a robust partner platform that allows our clients to send automated marketing materials directly to their clients’ physical mailbox as part of an Action Plan within ClientTether. Using the Mailbox Power add-on as part of your action plans, you can now send personalized gifts such as: Cards Drinkware Food Pet Gifts […]
Enterprise Settings
Posted on: 06 Nov 2020
Enterprise Settings is available to the Enterprise Account Owner and Admins. This portion of the account settings options allows the Enterprise Account Owner to maintain brand consistency, sale cycle, lead source, proposal template, and contact deletion consistency across all sub accounts. Our Franchisor and Dealer clients use this setting frequently to ensure data integrity across […]
ClubReady
Posted on: 27 Oct 2020
Overview Our ClubReady integration allows information about clients to be easily passed between ClientTether and Club Ready to keep both systems up to date. Topics Turn on ClubReady Integration Getting information from ClubReady to ClientTether Getting information from ClientTether to ClubReady Turn on ClubReady Integration If the ClubReady add-on is not available in the Add-Ons […]
Proposals Settings
Posted on: 24 Oct 2020
Overview To help you centralize your operations, ClientTether provides a proposal system that is easily customized to suit your needs. This page will provide the details on how you can customize the proposal system on your settings page. Topics Activating Proposal System Quote Header Settings Quote Number and Prefix Next Quote Number allows you to […]
Account Info
Posted on: 24 Oct 2020
Overview The Account Information page allows you to have direct control over the key information about your company and account. It also has settings to help you control the look and feel of your account. Please remember after making any changes you need to click . Topics Account Information and preferences Changing Password Theme Settings […]
Email Settings
Posted on: 26 Aug 2020
Overview Email settings allow us to set up SMTP and IMAP configurations with outside email services. In other words, you can send email out from ClientTether from your email account, whether it be GMail, Outlook, iCloud, etc. This can help boost your deliverability rates and keeps a record of all sent emails in your email […]
Zapier
Posted on: 20 Aug 2020
Overview Zapier is a no-code or pseudo-code integration hub that allows you to integrate (through APIs) or send “Zaps” between two other software platforms. A “Zap” is a packet of information that is pulled from one software platform, and formatted by Zapier so it can be used by the other. ClientTether takes in information to […]
Hosted Pages
Posted on: 20 Jul 2020
Overview Hosted pages are designed to allow your team and clients access to tools that we host on our servers like: Most Hosted Pages allow two different access points. One is for known Contacts that are already in your ClientTether CRM. The second is used for potential contacts that are not in the ClientTether CRM […]
Users Settings
Posted on: 15 Jul 2020
Overview There are four User types available within your ClientTether account: Account Owner (AO) Admin User Standard User Salesperson The AO can access all features within the account with the exception of the Call Center feature. Admin Users can access/view all features of the account, mirroring the access/view of the AO, and also cannot utilize […]
Billing Info
Posted on: 04 Jun 2020
The Billing Info tab will be available to enterprise level accounts and sub accounts utilizing the Sub Account Self Pay feature. Basic Information about your current default payment card will display. If you want to update your card enter: Credit card number Name on card Expiration date CCV for the new card. Click This is […]