NOTE: Depending on your user settings, you may see different options.
General Information of your Business: The friendly and legal business name, logo, business email, phone, domain, website, niche and the API Key
The Business Physical Address
The Business Information: Business type, industry, registration ID type, registration number, regions of operations
Authorized Representative: name and last name, email, job position and phone number
General Settings: Allow duplicate opportunities, merge Facebook contacts by name, disable contact timezone, email bot detection, mark emails as invalid, validate phone numbers when first SMS is sent to a new contact.
Email Bot Detection (General Settings)
The Bot Detection feature ensures accurate email engagement metrics and workflows by identifying and blocking bot interactions. It prevents bots from incrementing open or click counts and stops automation events triggered by bots.
How to Use: To enable or disable this feature, navigate to Settings -> Business Profile, and under the "General Section," check or uncheck the appropriate settings.
Note: The Bot Detection feature is off by default and should be configured as needed.
Key Feature: Ensures only genuine user interactions are counted, providing more reliable data.
Call and VoiceMail Settings: Edit the incoming call timeout and add your mp3 voicemail
Missed Call Text Back: Enable this feature to send an automated SMS in case you missed someone's call
Under the General Tab:
Personal Data: First and last name, email, phone, calendar, platform language, signature
Change Password: edit your current password and update
User Availability: Edit your timezone, available days and hours and your meeting location
Integration: In here you can connect your Zoom account to send meeting links, and/or your Outlook and iCloud calendars to sync meetings
Email (2-Way Sync): Connect your incoming and outgoing emails between the CRM and your personal email (Outlook / Gmail)
Calendar Configuration: Add your primary calendar where your new events will be scheduled, and also add your Check For Conflicts calendar to avoid double bookings.
Under the Notifications Tab:
Edit your conversation, task, Wordpress, Facebook and Google notifications. Select if you want to receive in App, Email or/and SMS notifications.
Team Management
User Info: You can add or remove users to your account. You can add a personal logo for each user too. For each employee, fill out their basic information: name, email, and phone number. You can also add phone extensions here.
You can set and reset passwords for each user here too.
You can establish an email signature for each user, which can be helpful for campaigns they are assigned to.
You can also assign a specific calendar to the user.
User Permissions: You will only be able to change these if you are an admin for your account. If you are a user, you will not have access to this. If you are the administrator, you can toggle on and off the various permissions for the users within your team.
User Role: Assign the user to be a general user or an admin. Again, you will only have access to this if you are an admin
Call and Voicemail settings: Include an inbound number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.
User Availability: Set up the default availability for each user.
User Calendar Configuration: Connect a Google calendar for a user, if they want to sync their calendar in the system with a Google calendar.
This section is about how you organize the flow of leads through your CRM. You can create pipeline stages to track your leads through different stages. For example, you may have your leads begin in the prospect stage, then move to a booked call/appointment, and then sold. You can customize this section and the pipeline stages however makes sense for your business.
This section is where you can create and manage your calendars. Please review our other tutorials for full calendar setup specifics.
You can create and edit your current calendars, edit your preferences regarding meeting locations, availability and connections (Zoom, Outlook, iCloud).
You can create individual calendars, groups, a service menu calendar and rooms and equipment.
NOTE: You can also access “Calendar Settings” from the Calendars page on your main dashboard menu.
You can edit the Conversation AI bot settings here, train the bot, and make tests with it. Also, configure intents.
In this section, you can use your own SMTP services or use the default service.
In this section, you can manage any phone number(s) for your system.
You can add outbound numbers, forwarding numbers, and number pools.
Here you can organize and manage your custom fields. You can create these in the form and survey builder, and they will be listed/organized here.
Custom fields are used to create/capture specific fields of information in your system. If you work in a specific niche or industry and have your contacts fill out a form with specific information related to their health, income, etc. you may want that captured information to be saved in a ‘field’ in their contact record.
Since the system is designed to capture general information, you can customize it to capture this more specific information.
Custom values are dynamically updating mini codes you can use in email templates, triggers, SMS, and more to pull in information. For example, you may want to have an email that pulls in the contact's first name so you can use the “contact first name” custom value which will auto-populate the first name. The template would read “Hello {{ custom_values.contact_first_name }} “ and the system would insert the appropriate first name.
It's commonly used to assess the level of interest, involvement, or responsiveness of a contact or lead. The score helps businesses know which communication is working more and how to nurture the lead.
This is where you add in your domain(s), or address that people type into the web browser URL to visit your website.You can also purchase a new domain or add it to a funnel/website in this tab.
In this section, you can create URL redirects and will show URL redirects you have already set up.
View a list of available integrations for your system. Click “Connect” to start the process. (You may be redirected to log in to that third-party system, such as Google or Facebook, to allow the integration). Most common integrations include Google (to sync with calendar appointments), Facebook (to sync with ads), Instagram (for direct messaging), and Stripe (to sync for payments).
This section will work only if you have the Facebook integration setup. If you’re running Facebook leads and using Facebook forms, you can map the fields from Facebook into the system. You will need to map the fields to work properly in the system.
Tags are a great way to organize contacts. Tags can be used to sort lists of prospects vs. cold leads, different groups of clients, sort contacts by how they came into your system, and more. Tags can be used to trigger events in the system. Here, you can manage your list of tags.
You can view the logs for various contact-related activities including calendar events, Opportunities, and Communication. This can help you identify and understand the sources of changes that are happening in the system.
Create & associate companies with contacts
Associate contacts with companies based on the contact’s business name field value.
