You can manage multiple companies under a single account. But they will share the same database. All contacts and contacts/leads of different companies will be on the same list. Bu ...
Recently we have launched new version with new subscription packages. If you have a lifetime subscription, you won't be charged for any feature included with your subscription. Si ...
💡 The service usage area provides you with information about the features included with your plan and the number of allocations you have for them. That will show in the Service Us ...
Subscriptions You can check your current subscription. You can check your account's current balance, and you can even add your card to purchase credits for your account. Check Su ...
System Subscriptions You to check your current subscription. You can check your account’s current balance, and you can even add your card to purchase credits for your accoun ...
Steps to add/update the credit card info Please, navigate to the ‘My Account under your account icon Then, navigate the ‘Billing’ tab on the top bar Once t ...
Steps to reset account data Navigate to account settings Please, click on the top-right account icon and select ‘My Account’ on the dropdown. Please, navigate to t ...
Create different Access Keys for different types of users. When you want to give an Assistant, Web Designer, Developer, or Sales person different access to the system you will use ...
First, you have to click on the My Account tab from the top right, And click on the Billing tab. Click on balance activity and check the complete detail of your account. ...
First, you have to click on the Database/Contacts. Select the sub-account from your database. On the Right side you will see the option Blueprint. Click the + butto ...
Audit Log First, you have to click on the Settings tab from the left side, Click on the Audit log tab from your top address bar and filter out by the user, action, and types. You ...
First, you have to click on the white label tab from the left side, Click on the System Emails from your top address bar, If you want to Enable or Disable Email turn ON/OFF the not ...
You have to click on the Contact/Database tab from the left side. Search for specific contact using Email or Phone Number. Click on the specific contact to where you want to add ...
Creating and sharing an Access Key will provide another user access to your CRM. Only share Access Keys with authorized individuals. Our Terms of Service, Acceptable Use Policy, ...
First, you have to click on the settings tab from the left side, Click on the Preference tab from your top address bar, and then click on the Tags. Here you see your all s ...
First, you need to click on my account and then click on security. > If you want to reset your password then click the reset password and set the password. > If you want to ...
Adding an Access Key to your existing account will expand your user's access. Access Keys grant you access to Sub-Accounts. Each Access Key is related to a Role which grants you sp ...
You have to click on the English tab from the left side, You see the pop-up of languages then you need to select the language which you want. We support five different languages ...
At the bottom of the page, two options light and dark. here is the view of light mode. When you select Dark, here is the view of dark mode.
First, you have to click on the My Account from the right side, Click on the Profile detail from your top address bar, and then set your new email as per you want.
Steps to create a user as a team member Create a role Please, navigate to the ‘Settings’ on the left menu bar. Once the page is opened, please click on the ‘Rol ...
Adding a Profile Picture You can Add a profile Picture to your Account to make it more personalized. Here is a how you do it with this Simple Step. Click the Logo on the Top Left ...
First, you have to click on the Payment tab from the left side, Click on the settings from your top address bar and then you see the billing configuration on your screen. Se ...
Steps to create a package Create a package Please, follow this link to create a package under the white label subscription Create a package Package options You can create a pa ...
Click on my account, then click on the settings option. If you enable your access management then your main agency account is accessible to your administrator if you disable it, ...
Steps to download PWA For Desktop Please, navigate to the login URL. You will see this icon to download the app for the desktop. For iPhone For Android Please, use the Chr ...
Select the Sub-Account The access key is attached to every sub-account/User, you can find it in the Contact/Database section Changing the Role Select any of the new Role for t ...
Manage Systems Got to Sub-Accounts from the Settings and in the Manage Systems you can create and rename the existing Sub-Accounts and System Users. Update System Inside the U ...
First, you have to click on the white label tab from the left side, Click on the Navigation from your top address bar and then click on the + icon, ‘Create menu Navigation ...
Assigning Task to a Contact In the contacts you need to open a contact to add the pipeline to. You can assign both task and opportunity from here. You can add a single task or mul ...
Click on Contacts/Database as mentioned below Search for contact using contact email on which you would like to add package: You will see details related to this contact on rig ...
First, You have to click on the White label tab from the left side. Next click on the custom domain tab from the top right of your screen. Click on Add domain, and here is ...
Switch Between Account First you have to navigate to the Contact/Database from the very left side. Then You have to select the account you want to switch into. When you select ...
How to show your brand logo on chat bubble for your sub-account? In order to show your brand logo on chat-bubble you need to follow below steps: Create Website Widget Visit t ...
Navigate to the ‘Database’ on the lef.t side menu. You will get the list of all contacts. Please, check the checkbox to select your sub-account which is already you ...
First, you have to click on the Payments tab from the left side, Click on the Products from your top address bar, and then click on the Add Product button. Product window ...
Steps to remove unused Tags Please, navigate to the ‘Settings’ on the left menu bar. Once the setting page is opened, please, click on the ‘Preferences’ ...
Steps to upgrade current subscription Please, navigate to the ‘My Account’ Once the page is loaded, please click on the ‘Billing’ menu on the top menu b ...
💡 An e-commerce product listing is any product available to purchase electronically online. Most product listings in a retail e-commerce environment are either Business to Consume ...
First, you need to click on User icon from the right bar menu then click on the my Account option. Select setting option. Now change account currency/ Country.
Click the White label tab from the side Nav Bar. Select the Branding tab at the top of the screen, you have the different white label settings such as the Company Name, Email and ...
Select white label option then go to Package, create package here. Go to Advance setting and assign role to Package. Click Save and you are done.
Steps to add/update the credit card info Please, navigate to the ‘My Account’ under your account icon Then, navigate the ‘Billing’ tab on the top bar ...
Click on the white label tab from the left side, Click on the Package from your top address bar and then click on the + button. When you click on + then you see the list o ...
First, you have to click on the Settings tab from the left side, Click on the Roles from your top address bar and then click on the specific Role which you want to edit. Click on ...
What is Plan Change: This is Plan Change. Means you are creating a package for plan change which customer can use to change their plans. What is Upsell/Add-On: This is a Upse ...
Choose profile icon from here, select my account. Select billing option, check price list from here.
First, you need to click on Automations from the left bar menu then click on the flows option. Now select flow you want to copy and right click on it and select copy. This will ...
First, you need to click on White label from the left bar menu then click on Package. Now select Email/SMS/Phone number and click on edit button. From here you can add markup a ...
