Audit Logs

Manage how you receive notifications on the CRM dashboard, with the option to customize settings for each sub-account. Users with several sub-accounts can personalize their notifications for each, with preferences being applied only to the chosen sub-account. Control In-App Notifications Activate notifications in Leadconnector by toggling the in-app notification settings. This section offers a summary of your current setup, letting you quickly adjust by checking or unchecking specific notification options. Email Notification Settings Stay organized with email notifications, designed for users who rely on emails for task management. Customize your email alerts by selecting or deselecting categories, ensuring you receive only relevant updates in your inbox. Manage Conversation Notifications Monitor client interactions easily with Conversation Notifications, tailored for both email and text message updates. You have full control over what notifications you see or the ability to disable them altogether. Conversation Activity Notifications Want to stay on top of all your messages? Opt-in for email or in-app notifications to ensure you’re alerted for every new message, eliminating the need for manual checks. Assigned Conversation Notifications Ensure that you're always up to date with tasks by enabling notifications for conversations assigned to you. You'll receive an instant alert in the app or via email whenever a new task comes your way. Targeted Message Alerts Ensure you never miss an important message by activating the notify-about-a-message option. Get immediate updates for any new messages in your assigned conversations, directly to your app or email. Stay on Top of Task Notifications Gain full control over task management by setting up task notifications. Receive alerts in your app or email, so you’re always aware of upcoming tasks and deadlines. Assigned Task Notifications Notifications for assigned tasks help you stay informed and organized, especially with multiple users. You can opt for alerts in your app or via email whenever a task is assigned to you. Reminder Setup for Tasks Stay on schedule with customized task reminders. Set alerts in the app, via email, or by SMS, with options to receive notifications 15, 30, 45, or 60 minutes before a task’s due time. WordPress Alerts Management Manage notifications for your WordPress site to stay informed about messaging and activities. Make sure your WordPress URL is connected to your CRM system before setting your notification preferences. Track WordPress Purchases Receive notifications when a customer makes a purchase on your WordPress site. Choose between in-app alerts or email notifications to stay informed in real time. Facebook Notification Settings Configure how you receive Facebook page updates through in-app or email notifications. Make sure your page is linked with your CRM before enabling notifications. Review Alerts on Facebook Stay informed about reviews left on your Facebook page by selecting either email or in-app notifications. Manage your settings to get the updates you need. Notifications for Google My Business Set up notifications for your Google My Business page to stay informed on updates and activities. Get Notified About Google Reviews Enable in-app or email notifications for new Google reviews. Stay informed on customer feedback and plan the appropriate response through your Google My Business page settings.

Introduction to Audit Log Functions The CRM's Audit Logs provide an extensive record of all actions and changes made across different modules, including contacts, opportunities, calendars, and communication systems. These logs are essential for tracking the source of changes, maintaining data accuracy, and simplifying the troubleshooting process. Steps to Access Audit Logs To access and review Audit Logs, follow these steps: Navigate to Settings: Begin by opening the settings page, usually found in the CRM’s main navigation. Select Audit Logs: In the settings area, locate the “Audit Logs” section. Clicking on this will bring up the Audit Logs dashboard, where all recorded activities are displayed. Filter the Logs: To narrow down the list, apply filters based on criteria like date range, module ID, or action type. This will help you locate the specific log entry you need. Viewing Activity Details To view more specific details about activities recorded in the Audit Logs, you can expand individual entries. Access Log Details: Locate the entry you want to inspect, and click on the three horizontal dots next to it. This opens a menu of options. Click on View Details: Select the 'View Details' option from the menu to open up more information about the logged event. Expand for More Info: If extra data is available, you can click the three-dot menu within the expanded view to gain more insights into the recorded activity. Tips and FAQs for System Logs Limited Log Visibility: Audit Logs can only be viewed by account administrators. If you don't see them, confirm that you have admin access. Trouble Filtering Logs: If filtering isn’t working as expected, double-check your filter settings to confirm that the correct module IDs and date ranges are being used.

Pinpointing the Root of Call Loop Problems A call loop is when a call is continuously sent back to its starting point, creating an endless cycle that stops the call from connecting properly. The issue typically results in repeated automated messages like “Your call will be recorded for quality assurance,” and causes multiple incoming calls that never connect. Follow these instructions to uncover the cause: Examine User Settings: Access your account settings and select the “My Staff” option. Edit the relevant user profile and expand the “Call and Voicemail Settings.” See if the phone number is assigned to the user as their main contact. If the same number is used for the user, it may trigger a loop, since calls get redirected to the original number. Verify Different Forwarding Numbers: Confirm that the forwarding number is not the same as the CRM number. This helps stop calls from looping back to the starting point. Review Business Profile for Phone Numbers: Within the "Business Profile" section, review the listed business phone number. Ensure that the business phone number differs from the CRM number to avoid creating a loop that redirects calls back to the business. Troubleshooting Call Loop Issues If the call loop issue continues after reviewing the settings, here are some troubleshooting steps: Analyze Call Forwarding Settings: The business phone number may be accidentally set to forward calls to the CRM number. Make sure the intended device (such as a mobile phone) is accurately listed as the forwarding destination. Frequently Asked Questions What triggers a call loop? A call loop usually arises when a CRM number is assigned as a user’s number or when call forwarding settings send the call back to the starting point. How do I stop call loops? Make sure CRM numbers aren’t used as user phone numbers or as the business number. Use different forwarding numbers to prevent looping issues. What if I can’t fix the call loop? Recheck the user and business profile settings for any mistakes. If the problem remains unresolved, reach out to CRM support for help.

This tutorial is aimed at users looking to connect Google Meet with their CRM for seamless virtual sessions. It suits users of all levels, providing an easy-to-follow guide for Google Meet integration. Connecting Google Services to Your CRM for Virtual Appointments Getting Started To start using Google Meet for scheduling virtual sessions, you first need to connect your Google account to the CRM. This section outlines the steps needed to make that connection. Verifying Google Integration in Your CRM Check Google Connection Before using Google Meet as your virtual appointment tool, confirm that your Google account is successfully linked to the CRM. This will allow automatic generation of Google Meet links for your meetings. If you haven't yet connected your Google account, please consult the CRM's Google integration guide for step-by-step instructions. Assigning Google Meet for Your Availability Once the Google account is connected, you'll need to set Google Meet as the platform for hosting your appointments. Head to Settings > My Staff Choose an existing user or add a new staff member Scroll down to the User Availability section In the dropdown menu, select Google Meet Save your updates by clicking Update Availability Real-World Scenario As an example, suppose you regularly conduct online sales meetings. By integrating Google Meet into your CRM, each appointment you schedule will include an auto-generated Google Meet link, ensuring all participants can join easily. This streamlines your workflow and enhances the meeting experience. Common Problems and FAQs Common Issues Connection Problems If the integration isn’t working, double-check the tutorial steps and confirm that you’ve allowed the necessary access to your Google account. Setting Availability If Google Meet doesn’t appear as an option, ensure that your account is successfully connected and consider re-establishing the link. FAQs Q: Can I schedule group meetings via Google Meet? A: Yes, the link created for each appointment can be shared with several participants. Q: Can I modify the meeting location later? A: Yes, you can change it at any time by going to Settings > My Staff > User Availability and choosing a different platform or location.

Easily collect leads from TikTok by connecting your TikTok Ads account to your CRM. This tutorial will guide you through integrating your TikTok business account and setting up lead workflows. How to Set Up TikTok Integration Follow these step-by-step instructions to connect your TikTok business account with your CRM platform. Connecting Your TikTok Business Account Navigate to your CRM's integration area and hit the “Connect” button for TikTok. You’ll then see a pop-up to either sign in or create your TikTok business account. Using LeadConnector for Setup When connecting via LeadConnector, confirm that all required permissions are enabled by selecting the “Confirm” button. Selecting Your Advertiser Account In case you handle multiple advertiser accounts, choose the appropriate one from the dropdown list. Verifying Advertiser Account Selection After selecting the right advertiser account, the window will automatically close, confirming the connection with LeadConnector. TIP: If there’s only one advertiser account linked, it’ll be picked by default. You can modify this by selecting “Change Advertiser Account” later. Mapping TikTok Form Fields Once the TikTok business account is connected, head to the form mapping section. Here, you’ll find a list of all created forms and pages on TikTok. Mapping TikTok Data to CRM Fields Use the “Map Fields” button to assign the TikTok form fields to CRM fields. Don’t forget to hit “Update” to ensure that your changes are saved and implemented. IMPORTANT: TikTok Lead Ads currently do not support multi-select options. Adding Custom Fields for TikTok Forms After mapping fields, proceed to the “Custom Fields” section under settings. You can add fields such as text, large text, numbers, phone, monetary, single options, and dates to TikTok Lead Ads. Verifying Lead Submission Once your TikTok account is connected, head to the “TikTok Form” area, submit a form, and verify if the leads appear in your CRM. Create a TikTok Lead Generation Workflow Once your field mapping and custom fields are in place, go to the “Workflow” section in Automation to start building your TikTok Lead Ads workflow. Initiating a Workflow Trigger The first step in creating a workflow is setting up a Contact trigger. Adding Workflow Logic As you configure the workflow, make sure the trigger is "Contact Created" and include an "if/else" condition to check if the "Source" field is set to TikTok. REMINDER: The “Source” field is case-sensitive, so always use the exact format "TikTok".

Overview Welcome to this guide on how to implement a two-step email confirmation system in your CRM. If you're aiming to ensure that only genuinely interested contacts make it onto your email list and want to remain compliant with regulations like GDPR, you've come to the right place. Whether you're in marketing, sales, or simply managing a CRM, this guide will help you boost your email strategy while staying within the legal boundaries. Ever wondered what a two-step opt-in system entails and why it's crucial for your email list? Or perhaps you’re unsure where to start with setting it up in your CRM? We’ll break down what two-step confirmation means, its importance for maintaining a clean, compliant email list, and provide a detailed guide to implement it. From sending the initial opt-in request to ensuring your contacts confirm their interest, we have everything covered. You might wonder, “What if a contact doesn’t confirm their opt-in?” or “How do I ensure the process works smoothly?” We’ll address these common concerns and more, with troubleshooting advice and answers to frequently asked questions. By the end of this guide, you’ll be equipped to establish a two-step email confirmation system that verifies your contacts' interest and keeps your data clean and reliable. Let’s get started with enhancing your email marketing and ensuring compliance and validation! What is a Two-Step Email Confirmation System? A two-step email confirmation, also known as double opt-in, is a process where a contact must first agree to receive your communications, then confirm their opt-in via a secondary action—usually clicking a link in a follow-up email or text message. The system serves two key purposes: Legal Compliance: Ensures that you’re adhering to regulations like GDPR by obtaining explicit consent from your leads. Contact Validation: Verifies the accuracy of the lead’s contact information, such as their email address, ensuring they are genuinely interested. How to Set Up a Two-Step Confirmation Setting up a two-step confirmation system in your CRM can be done efficiently by following these steps: Step 1: Initiating the Opt-In Process Action Trigger: Start by embedding an opt-in form on your website or landing page. When a lead submits the form, this should automatically kick off the initial opt-in sequence. Workflow Setup: Once the form is submitted, enroll the lead into a specific email or SMS campaign designed to request confirmation. This follow-up communication asks the contact to verify their subscription. Step 2: Adding a Confirmation Action Confirmation Link: In the follow-up communication (email or text), include a unique link that the lead must click to verify their opt-in. This link acts as a trigger for the confirmation process. Creating Trigger Links: If you’re new to creating trigger links, consult your CRM’s support resources for assistance. Step 3: Completing the Opt-In Process Final Trigger Action: Configure the system so that once the lead clicks the confirmation link, the CRM initiates the next steps. These could include placing the lead in a nurture campaign, applying tags, or updating their status in your pipeline. Troubleshooting and FAQs What if a lead doesn’t confirm? Set up a reminder email or text to send a few days after the initial request, gently encouraging the lead to complete the confirmation. How do I test the process? Go through the opt-in steps yourself to ensure everything works smoothly. Check that all triggers and actions are properly functioning. Wrap-Up Congratulations! You’ve just learned how to set up a two-step confirmation system in your CRM. By doing this, you not only maintain a clean and verified email list, but you also stay compliant with rules like GDPR. Here’s a quick summary: Start with a form, send a confirmation request, and get leads to click a confirmation link. If they don’t confirm, send a follow-up message. And always test the process to ensure it runs smoothly. Thanks for reading! Setting up a two-step email confirmation may seem like extra work, but it's essential for keeping your audience engaged and your list compliant. Don’t forget, your CRM’s help resources are there to assist if you need it. Happy email marketing!