Labs

The Team Access panel provides multiple management options for team members, such as adding or removing users. This centralized interface allows for seamless updates to your team’s permissions and access. Note: User permissions may restrict access to certain areas. Team Directory Overview Upon accessing this section, you'll see a list of all team members with access to the system. Key details like names, email addresses, and contact numbers are visible, offering a quick snapshot of your team. Role-Based User Filtering To filter users by role, use the dropdown menu to select between admin, user, or view all options. The list will dynamically adjust, helping you quickly identify team members based on their roles. Finding Specific Team Members With the search feature, you can quickly find a specific team member by entering their name, email, or phone number into the search field, speeding up your access to their details. Editing Team Member Profiles To edit a team member’s profile, click the pencil icon beside their name. A window will open, allowing you to change their details, including permissions, roles, and availability settings. You can also remove or delete users from this menu. Onboarding New Users To add a new team member, press the "Add Employee" button and fill out the necessary details. Modifying User Info and Settings You can update details like name, email, and phone for each user. Additionally, you can upload a logo, reset passwords, assign an email signature, and attach specific calendars to users. Customizing User Permissions If you’re an admin, you can adjust permissions for each user, deciding which parts of the system they can access or modify. This feature is useful for restricting access as needed. User Role Assignment Within the User Roles area, you can classify a team member as either a user or an admin, assigning access privileges accordingly. Managing Call & Voicemail Configurations Set up voicemail greetings and call routing options for your team. Additionally, you can assign specific Twilio numbers to users who need dedicated phone lines. Adjusting Team Member Schedules You can define when and where team members are available for meetings by selecting specific days, times, and locations in this section. Configuring Calendar and Video Settings This section allows you to connect team members to calendars and video conferencing accounts, ensuring smooth scheduling. You can also view other calendars to avoid overlaps. Detailed Permissions Control Enable "Granular Permissions" through the Labs settings to fine-tune the exact areas of the system that users can access or modify. This provides precise control over user roles. Permission Copying and Data Access After defining permissions, you can apply them to other users by copying the settings. Additionally, control each user’s data access scope based on their role and assignments.

Maximize your CRM's potential by exploring the Pipelines section, where you can efficiently set up and manage your sales processes, leading to better financial outcomes. After reviewing this guide, check out the Opportunities tab to gain a clearer understanding of your overall sales process. Note: Your access to certain features may vary depending on your user permissions. Pipeline Dashboard The Pipelines page displays all the pipelines that have been created within your system. Modifying Your Pipelines Edit any pipeline by selecting the pencil icon on the far right. A pop-up window will appear, enabling you to update the pipeline’s name and stages. Removing a Pipeline To remove a pipeline, click the trash icon. Keep in mind that once a pipeline is deleted, it’s gone for good. Adding a New Pipeline You can add a new pipeline by selecting the "Create New Pipeline" button located in the top-right corner of the page. Choosing Pipeline Names When naming your pipelines, align them with the source or function they serve. For instance, names like “Google Ads,” “Website Inquiries,” or “Facebook Leads” work well. Pipeline Stage Titles Each stage in your pipeline reflects a specific point in the sales process. Label your stages to correspond with lead progress, such as “New Lead,” “Contacted,” or “Closed.” + Add Another Stage To create a new stage, just click on "Add Stage" and provide the relevant title. Stage Funnel Chart Visibility You can opt to display or hide this stage in funnel charts by toggling the visibility option. Stage Pie Chart Visibility Toggle the button to decide whether to include this stage in your pie charts on the CRM dashboard. Show/Hide Pipeline in Pie Charts Choose to show or hide the pipeline from pie chart reports by toggling this option. Show/Hide Pipeline in Funnel Charts Select this option to determine whether the pipeline will appear in the funnel charts on your CRM dashboard. Remove a Pipeline Stage Click the trash icon to permanently remove a stage. Once deleted, it cannot be recovered.

Your CRM’s Profile section offers various options for personalizing your account settings. You can update your personal details, change passwords, adjust availability, design your email signature, manage tool integrations, and set up your primary calendar to stay organized efficiently. Note: Access to some settings may be restricted based on your permissions. Personal Details Personalize your account by adding a profile picture and updating your contact details, such as first name, last name, email, phone number, and any extensions. Changing Your Password To update your password, first enter your current password in the "Existing Password" field. Next, input your new password in the "New Password" field, and confirm it by typing it again in the "Confirm Password" field. Press the "Update Password" button to save the changes. Setting Availability Configure your availability to streamline your scheduling process: Meeting Location: Choose a default location for meetings, whether it's a virtual link or a physical address. Time Zone: Select the appropriate time zone from the available options. Available Hours: Specify your working hours, such as daily office availability, to better control your schedule. Refer to the "Calendars" guide for more information on setting up your calendar preferences. Creating an Email Signature Set up a custom email signature that will be automatically included in all outgoing emails from your CRM account. Linking Integrations Integrate tools such as Zoom for virtual meetings or sync with Outlook Calendar to manage your schedule more efficiently. For more integration options, go to the "Integrations" section of the settings menu. Configuring Your Calendar Manage calendar conflicts and decide which calendar will be designated as your "Primary" calendar for bookings. To set up your calendars, link your Google account. You can find instructions in the "Integrations" section. This overview walks you through the process of personalizing your profile settings in the CRM. Update your settings as needed to improve your workflow and experience.

This article serves as a complete guide for CRM users to reset their passwords, either after forgetting them or to enhance security. The steps may differ slightly based on user roles and permissions within the system. The instructions below ensure that you can safely and quickly reset your password. Resetting Password through "Profile" If you don’t have access to the "Staff Accounts" section, you can change your password in the "Profile" area. Here's how to do it: Navigate to Settings: Access "Settings" from your CRM dashboard. Open Profile Section: In the "Settings" menu, choose "Profile." Find Change Password Section: Scroll down to locate the "Change Password" section. Input Current Password: Enter your current password to proceed. Create New Password: Enter your new password in the provided field. Verify New Password: Type the new password again for confirmation. Save Changes: Click "Save" to confirm your new password. Reminder: Your new password should be at least 8 characters long and contain a mix of letters, numbers, and special symbols for added security. Resetting Password via "Staff Accounts" For those who manage staff, follow these steps to reset a user's password: Access Settings: Open "Settings" from the main dashboard. Select Staff Accounts: Within the menu, find and click on "Staff Accounts." Locate User Account: Identify the staff member whose password you wish to reset. Edit User Details: Select "Edit" next to their user details. Forgot Password Option: Click on the "Forgot Password" button. Check Your Email: Look for the password reset email in your inbox. Reset Password: Follow the link in the email to set a new password. Troubleshooting Advice Email Not Received?: If you’re not getting the reset email, be sure to check your spam or junk folder and add the CRM’s email address to your safe list. Errors During Reset?: Double-check that your current password is correct, and ensure your new password meets the criteria for strength and security. Frequently Asked Questions Can I use an old password again?: It’s best to use a new password each time for maximum security. What if I can’t access my email?: Get in touch with the support team to find alternative ways to reset your password.

This article will demonstrate how to create and utilize custom fields within your system. First, head to the Settings panel in the left-side menu, then locate and click on Custom Value. In this area, you have the ability to generate custom fields that can be used for your company’s details, promotions, logos, and other essentials. To add a new custom field, click Add Custom Value, and input a name and the corresponding value. In this example, we’ll create a custom field for a promotional offer. We’ll name it “Offer” and set the value to “50% Off.” Simply name your offer, set its value, and hit Save to complete the process. Once saved, your new custom field will show up in the list, ready for use. If you need to add a logo or image, you can use the URL for that item and input it into the value field in the dialog box. Once your custom fields are set, you can use them across funnels, email campaigns, SMS messages, and other platform features. Let’s explore how. Navigate to the Sites tab and choose a funnel to get started. Then, click on the specific funnel page you’d like to modify. To insert a custom logo, click Add Element on the funnel page. Then, copy the key for the custom value assigned to your company logo (use ctrl+c). Now, select the image element, and paste the custom value key for the logo into the designated field (press ctrl+v). Custom fields are highly versatile and can be integrated into your email campaigns, SMS marketing, landing pages, and more.

Private integrations offer a secure and powerful way to manage your account's third-party connections. By utilizing tokens instead of API keys, this feature provides enhanced control and security. Core Advantages Stronger Protection: Users can define what third-party apps can access in their accounts, offering stronger security compared to traditional API keys. More Functionality: With API v2.0 support, users gain access to expanded features, including Webhooks, broadening the integration's potential. Streamlined Management: This feature allows users to implement best practices for token management, including options like ‘Rotate’ or ‘Expire Later.’ Why You Need Private Integrations The transition from API v1 to API v2 through Private Integrations enhances security and functionality, offering a more secure and efficient way to manage custom integrations. Steps to Create a Private Integration Go to your account's Settings tab. Select Private Integrations from the sidebar. Click on the ‘Create New Integration’ option to begin. Configuring Your Integration Integration Name: Provide a clear, descriptive name for your integration. Description: Write a brief description to explain the integration’s purpose. Permissions: Specify the access and permissions that the third-party application will have, limiting them to only what’s necessary for security purposes. Generating an Access Token After configuring the settings, click ‘Generate Access Token.’ Copy the token immediately as it won’t be shown again. Use this token to connect the third-party app to your account. Testing Your Integration Use the generated token to connect the third-party app and test the integration to ensure it operates as expected with the assigned permissions. Managing Your Integrations You can manage tokens by visiting the Integration tab. Rotate or expire tokens as needed using the available features like 'Rotate Now' or 'Expire Now.' Common Questions Q: How does this enhance security over API keys? By limiting scopes, it ensures developers have restricted access, reducing the risk of unauthorized usage. Q: What benefits does API v2.0 offer? API v2.0 adds more functionality and Webhooks, making it more versatile compared to API v1. Q: How do I effectively manage tokens? Use 'Rotate' or 'Expire' options to manage tokens and maintain security best practices. Troubleshooting Advice Double-check permissions: Make sure the correct scopes are selected to avoid unauthorized access. Regular token updates: Rotate your tokens regularly using the ‘Rotate Now’ feature for added protection. Monitor token usage: Keep track of token activity and utilize the auto-expire feature to prevent inactive tokens from being misused.

Managing WhatsApp templates is key to improving your business’s communication strategy. This guide walks you through the process of creating standard and interactive templates for WhatsApp, with features such as media support and dynamic call-to-action (CTA) buttons. Following these steps will ensure that your templates are efficiently designed, approved by Meta, and optimized for use in various customer engagement scenarios. Steps to Design a WhatsApp Template Access the Template Builder Begin by going to Settings > WhatsApp > Templates, then select “Create Template” to start building. Incorporating Media into Your Template WhatsApp offers the ability to include different types of media such as images, videos, and documents in your templates. You can also add location details if necessary. Provide Template Information Once the new template screen appears, you’ll need to fill in details such as the Template Name, Category, Language, and Header (optional). Template Name: Use lowercase or underscores. Category: Choose between Marketing or Utility. Language: Select the template’s language. Header: Add an optional static or dynamic header, limited to one custom variable. Finalize Body and Footer Content Body: Craft your message with multiple custom variables if necessary by selecting “Add Variable.” Footer (Optional): You may add a static footer. Be sure to provide sample values for any custom variables, as Meta requires them for review. Verify and Save Your Template After completing the template, review it in the preview window and click on “Create” to finalize it. Submit the Template for Approval Send the template to Meta for approval and track its status under the Template Tab. Template Status: Pending: Awaiting approval. Template Status: Approved: Ready to use. Template Status: Rejected: Needs revision and resubmission. Creating an Interactive Template For interactive templates, you can choose from various CTA buttons like Quick Reply, Website Link, Call Number, or Copy Offer Code. Quick Replies: Predefined options for easy responses. Marketing Opt-Out: An option to unsubscribe from marketing messages. Visit Website: Drive traffic by linking to your site. Personalized Links: Add custom URL parameters to create a personalized experience. Call Number: Enable immediate phone contact through the template. Copy Offer Code: Facilitate easy copying of promotional codes. Incorporating Trigger Links Create a Trigger Link Go to Marketing > Trigger Links > Add Link. Add Trigger Link to Template In Settings > WhatsApp > Templates, choose Create Template, then add the Trigger Link in the body section. Common Questions Q: How can I include custom variables in the Header and Body? A: Click “Add Variable” and choose your custom field. Provide sample data as an example. Q: Can I add a header to my WhatsApp template? A: Yes, but only one custom variable is allowed in the header. Q: What information goes into the Body and Footer? A: The body contains your message and any necessary variables. The footer is optional. Q: How do I review and save the template? A: Review the preview and click “Create” to save.