General Articles

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard...

The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact...

Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundationa...

How to Properly Set Up Time Zones (for users and leads) You always want to know that your leads are getting the right communication at the right time. 2 AM almost never goes over very well. There are multiple time zone options for both users and l...

The system uses time zones in several ways - from timing campaigns, to determining appointment times in your calendar, and more. You want to ensure the location time zone (in Settings --> Company) is set up properly. Our "How To Understand Time Zo...

Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e.g your website) and you don't have to do anything! While you don't need to know everything...

While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain and even keep the appropriate path in a permanent redirect. You can eve...

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize your system, by automating information so you can send ...

Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact > Last name: {{contact.last_name}} Contact > Email: {{contact.email}} Contact > Phone: {{contac...

Using the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts. From a SMS blast, to bulk adding contacts to a campaign or workflow, to sending out a drip email, and more, there are ma...