The App Marketplace within your CRM is the primary resource for discovering and installing various plugins. It features a broad selection of both free and premium applications, all designed to boost the capabilities of your CRM. From streamlining marketing tasks to gathering customer feedback, the marketplace offers tools to support nearly every facet of your business operations. How to Enter the App Marketplace 1. Switch to Agency Mode: First, confirm that you are in the agency view of your CRM, which gives you access to the App Marketplace. If you're setting up plugins for a specific sub-account, switch to that particular account. 2. Locate the App Marketplace: In agency mode, find and select the App Marketplace option, which will lead you to the section where available apps can be explored. Installing Plugins Upon entering the App Marketplace, you’ll find apps organized for easier navigation. Here’s a step-by-step guide to installing a plugin: Search or Browse: Utilize the search bar or explore various categories to find an app that meets your business requirements. Both free and paid options will be available for review. Review App Information: Select an app to read a detailed description of its features and how it can benefit your operations. Ensure that the app matches your business needs before proceeding with installation. Install the Plugin: To install an app, simply click on the "Install" button. Depending on the app, you may need to grant certain permissions or complete additional setup steps. Some plugins may require integration with third-party services (e.g., Zapier). Navigating the Marketplace While searching for an app, there are several ways to refine your results. One useful tool is Collections, which offers curated lists to help you find popular apps across several categories: Installed Apps Newly Added Apps Free and Paid Apps Custom Experience Hub (with installed apps that include custom JavaScript/CSS) Workflow Automation Hub (apps with custom workflow triggers) Conversation Hub (apps supporting customized communication tools) Additionally, you can use Categories to locate apps specific to certain functions, like advertising or customer service management. You can also narrow down your search using the Pricing Filter, which lets you quickly distinguish between free and paid apps. Another option is to use the Distribution Type Filter, which helps you differentiate between apps designed solely for agency use and those available at both the agency and sub-account levels. Practical Application and Examples Marketing Automation: Install a plugin that simplifies the process of automating marketing efforts, such as scheduling emails or social media posts. Customer Feedback: Opt for a tool that collects customer feedback directly through your CRM, helping you respond more effectively to client concerns. Troubleshooting and Tips Installation Problems: If you experience issues during installation, verify that your account has the necessary permissions and that you're viewing the correct account type (either agency or sub-account). Selecting the Best App: If you're uncertain which plugin to install, focus on your business’s current priorities and future needs. Reviews and ratings within the marketplace can also guide your decision.