How To Include Email Signatures On All Outgoing Messages
You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will show you how to select either or both of those options. Step 1: Navigate to Settings > My S...
How To Update Your Company Settings
Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone number, website, company logo, and any other information pertaining to your business. Step 1...
How To Manage Team Management
The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage your team. Step 1: Access Team Management Navigate to Settings > My St...
How to Edit User Information and Permissions
User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these steps below: Navigate to Settings > My Staff to access Team Management and Teams. Under Team Management, choose the User you w...
How To Reset Your Password
In this article, you will learn how to reset your password, if you forget it, or just want to change it. Depending on your permissions, you will either need to reset it in your Profile or in Team Management. Step 1: If you don't see Team Manageme...
How to Create, Edit and Delete Custom Fields
Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. Step 1: Create Custom Fields Naviga...
