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How to Set Up a Whitelabel Domain for the CRM Desktop App

What is a Whitelabel Domain for the Desktop App? A whitelabel domain allows you to provide your clients with a fully branded login experience for the CRM. It involves using a subdomain you own (for ex

Snapshots - Overview

What is a Snapshot? A Snapshot is a template that captures a specific configuration from one of your CRM sub-accounts. This allows you to save time by copying that proven setup—including elements like

Sharing CRM Snapshots with Other Accounts

Snapshots allow you to package and share your CRM configuration, including funnels, workflows, forms, and templates, with other agencies or sub-accounts. You can generate secure share links for one-ti

How to Import and Load Snapshots

Overview Snapshots allow you to quickly apply pre-built assets and configurations to new client accounts, saving time on manual setup. This guide covers how to import a snapshot into your agency accou

Creating New Snapshots in CRM

What is a Snapshot? A snapshot in CRM is a reusable template that captures the complete configuration of a sub-account, including workflows, funnels, calendars, forms, campaigns, custom fields, and mo

Managing Your CRM Snapshots: Deleting and Renaming

Deleting a Snapshot To remove a snapshot from your CRM, follow these steps: Navigate to Settings while in Agency view. Select Account Snapshot . Find the snapshot you wish to delete in one of the tabs

Activating CRM Notifications

Activating Notifications in Your CRM Notifications help you stay informed about important activities within your CRM. This guide explains how to manage your notification settings. Notification Setting

How to Refresh or Update Snapshots

Introduction When you make changes to a client sub-account—such as adding new workflows, forms, or funnels—your existing snapshot does not automatically reflect these updates. To capture these changes

Load Snapshots Into Existing Sub-Accounts

About Loading Snapshots Loading a snapshot into an existing sub-account is a powerful feature that enables you to import a predefined package of CRM assets, such as workflows, funnels, and email templ

Applying Snapshot Updates to Client Accounts

Understanding Snapshot Updates Your CRM provides two methods for updating client accounts with snapshot content: pushing updates and loading snapshots. Pushing updates sends changes from a recently re

Business Profile Settings

What is the Business Profile? The Business Profile is the central hub within your CRM sub-account where you define core company information and apply account-wide configurations. Properly setting up t

Configure Your Agency's Global Settings

Overview of Agency Company Settings The Agency Company Settings are your central hub for managing your agency's identity, branding, and platform-wide features. These settings apply across all client s

Managing Local SEO with CRM Listings

What is CRM Listings? CRM Listings is a built-in tool that helps you manage your business's local search engine optimization (SEO). It allows you to publish and synchronize your business details—such

Understanding and Enabling HIPAA Compliance in Your CRM

About HIPAA Compliance The Health Insurance Portability and Accountability Act (HIPAA) of 1996 is a U.S. law that sets standards for protecting sensitive patient health information. For businesses in

Managing User Access in Your CRM

Understanding User Access Management Controlling who can access your CRM is essential for maintaining security, operational efficiency, and clear accountability. This guide explains how to manage user

Marketing Agency Snapshot Setup

The Marketing Agency Snapshot is a pre-configured template designed specifically for marketing agencies using the CRM. It provides a complete, ready-to-use framework to help you manage the entire clie

Using the Chiropractor Snapshot Template

Getting Started with the Chiropractor Snapshot The Chiropractor Snapshot is a pre-built template designed specifically for chiropractic practices. This template provides all the essential tools you ne

Steakhouse Snapshot Setup Guide

About the Steakhouse Snapshot The Steakhouse Snapshot is a specialized template designed specifically for steakhouse restaurant businesses using our CRM platform. This template provides all the essent

Understanding Agency and Sub-Account User Roles

Understanding User Roles and Permissions Your CRM platform uses a tiered permission system, separating agency-level controls from sub-account-level access. This structure helps you manage who can perf

Real Estate Agent Snapshot Setup Guide

The Real Estate Agent Snapshot is a pre-built template designed to help you quickly set up sub-accounts specifically for real estate agents. This template includes a suite of tools to help you capture

Using the Gym Business Snapshot Template

The Gym Business Snapshot provides a ready-made template designed specifically for fitness centers and gyms. This template gives you a complete, pre-configured system to manage your gym's marketing, s

Hair Salon Snapshot

The Hair Salon Snapshot is a pre-configured template designed specifically for businesses in the hair salon industry. It provides a complete starting point for managing your salon operations within th

Setting Up the Family Law Snapshot Template

Introduction The Family Law Snapshot is a pre-built template designed specifically for family law practitioners. It provides a complete set of tools within your CRM to help you capture new leads, nurt

Setting Up the Career Coaching Snapshot

Overview The Career Coaching Snapshot is a pre-configured template designed specifically for career coaches using the CRM. It provides a complete set of tools to help you attract, engage, and convert

Configuring Branded Domains for System-Generated Links

About Branded Domains for System Links When your CRM generates links for features like forms, surveys, calendar bookings, payment pages, and automated triggers, they typically use a default domain. Co

Granting Multi-Location Access Without Agency Permissions

This guide explains how to create or modify users at the account level, allowing them to manage multiple business locations within your CRM without providing access to the overarching agency dashboard

How to Configure Affiliate Webhook Postbacks to Trigger Workflows

Introduction You can connect your CRM's built-in affiliate program to your workflows using webhooks, also known as postbacks. This allows you to automatically trigger specific workflows when key event

Five Strategies to Secure Your First Five Affiliate Referrals

Building momentum as an affiliate starts with getting your first few successful referrals. Here are five proven methods to help you find and secure your initial five affiliate sign-ups. Method 1: Reac

Using SaaS Audits to Prospect New Clients

You can use the CRM to help identify and connect with potential new clients by leveraging the concept of a SaaS audit. This process involves analyzing a prospect's current software usage to identify g

How to Upgrade to the Agency Pro Plan

Upgrading to the Agency Pro Plan Upgrading your CRM subscription to the Agency Pro Plan unlocks advanced features designed for growing businesses and agencies. This guide walks you through the steps t

Agent Reporting Overview

The Agent Reporting feature is available on the Agency Pro plan. It provides a comprehensive view of team performance and individual agent metrics directly within your CRM. Accessing Agent Reporting T

How to Delete a Subaccount or Location

Overview A subaccount, also known as a location, is a separate business or client account managed within your agency's CRM. This guide explains how to delete a subaccount and covers the 24-hour grace

Understanding User and Sub-Account Level Permissions

User Permissions and Sub-Account Permissions In a white-label CRM setup, permissions operate on two distinct levels: User Level and Sub-Account Level. Understanding the relationship between these two

Customizing CRM Menus: A Guide to Custom Menu Links

What Are Custom Menu Links? Custom Menu Links enable agencies to personalize the CRM navigation menu for sub-accounts and agency users. These links can direct users to external resources, training mat

Convert an Existing Sub-Account to a SaaS Subscription Plan

How to Convert an Existing Sub-Account to SaaS Mode You can attach a SaaS subscription plan to an existing sub-account in your CRM. This process allows you to transition clients to a recurring billing

Managing Optimize Experience Features

About Optimize Experience Features The Optimize Experience section in your Agency Settings allows you to manage various features designed to gather feedback, educate users, and provide notifications.

View Your Agency Subscription Plan

Finding Your Current Agency Plan To see which subscription plan your agency is currently using, you need to access the billing settings at the agency level. Steps to View Your Plan Navigate to the mai

Online Listings Overview and Setup

What is the Listings Feature? The Listings feature is a powerful SEO tool within your CRM that helps improve your clients' local search visibility. It automatically distributes and manages your client

How to Change Your Agency's Address in the CRM

Keeping your agency's address current in the CRM is essential for accurate billing, professional communication, and ensuring your business information is correctly displayed. This guide will walk you

How to Locate Your Agency's Relationship Number

Finding Your Agency Relationship Number When you contact our support, services, customer success, or product teams, we may ask for your Agency Relationship Number. This unique identifier helps us quic

How to Find Your Client's Location ID

Our support team may ask for your client's Location ID to quickly identify the specific account where you are experiencing an issue. The Location ID is a unique identifier for each sub-account within

How to Change a Location's Subscription Plan

About Changing a Location's Subscription Plan If your agency uses a Pro Plan and manages a sub-account in SaaS mode, you can assign one of the available SaaS plans to that location. Once a plan is ass

Sub-Account Transfer FAQs

This article answers common questions about transferring a sub-account from one agency to another within the CRM platform. What is a sub-account transfer? A sub-account transfer is the process of movi

Medical Practice Growth Strategy

Building Your Medical Practice with CRM Growing a successful medical practice—whether it's a medspa, chiropractic office, or similar healthcare service—follows a clear path: attract new leads, convert

Managing Your Sub-Account's SaaS Wallet Credits

What is the SaaS Wallet? The SaaS Wallet is a credit system used to manage charges for services like messaging, email, and phone usage within your CRM. Funds are added to the wallet, and each time a m

How to Use the Community Tagging Feature

Engage Your Community with Mentions Boost interaction and keep conversations organized by tagging members directly in your community posts and comments. When you mention someone, they receive a notifi

Controlling Marketplace App Access for Sub-Accounts

About Managing App Permissions As a white-label agency, you can control which third-party marketplace apps are available for your sub-accounts to view and install. This guide explains how to approve o

Client Portal Dashboard Overview

Understanding the Client Portal Dashboard The Client Portal Dashboard provides a central view of your client portal's user activity. From here, you can see how many clients have been invited and how m

Edit Dashboard Widgets

Editing Dashboard Widgets You can customize the information displayed on your CRM dashboard by editing individual widgets. This guide will show you how to access the editing options and apply your cha

Adjusting Dashboard Widget Sizes

How to Resize Dashboard Widgets You can easily change the dimensions of any widget on your CRM dashboard by using a simple click-and-drag action. Step 1: Enter Edit Mode Navigate to your main dashboar

Removing a Widget from Your Dashboard

You can remove any widget from your CRM dashboard by entering edit mode and deleting the specific widget. This guide will walk you through the process. Step 1: Switch to Edit Mode On your main dashboa

How to Rearrange Widgets on Your Dashboard

Rearranging Dashboard Widgets You can customize the layout of your CRM dashboard by rearranging the widgets. This process involves entering an edit mode, moving the widgets, and then saving your chang

How to Create and Customize Dashboard Widgets

Creating and Customizing Dashboard Widgets Your CRM dashboard is a central hub for monitoring key business metrics. By adding and arranging custom widgets, you can create a personalized view of your m

How to Resell Marketplace Apps to Your Clients

Overview As an agency using our CRM platform, you can resell third-party marketplace apps to your clients and set custom pricing for them. This allows you to offer additional value while managing bill

Customizing Dashboard Widgets

Understanding Dashboard Widgets Dashboard widgets are interactive tools that display important data in visual formats such as charts, graphs, and tables. They help summarize complex information into e

Understanding Dashboard Widgets

What Are Dashboard Widgets? Dashboard widgets are dynamic components that display key information and data visualizations on your main CRM screen. They provide an at-a-glance overview of your business

Setting User Limits for Sub-Accounts

As an agency administrator, you can control how many users can be added to your client sub-accounts. This helps you manage resources and align user access with the subscription plans you offer. You ca

Issue Certificates for Course Completion

Your CRM now includes a powerful feature for issuing certificates when learners complete courses. This allows you to automatically send customized certificates via email to recognize and reward your l

Custom Dashboard Widgets: Frequently Asked Questions

General Questions Which subscription plans include access to custom dashboard widgets? Access to multiple custom dashboards, custom widgets, and custom reports is a feature available on the $297 per m

Managing Courses in the Learning Tab

The Learning Tab allows administrators and account owners to provide educational resources directly within your CRM. You can add free courses to make them instantly available to your community members

Configuring Email Templates and Team Notifications for Documents & Contracts

About Email Templates and Notifications In the Documents & Contracts section of your CRM, you can customize the emails sent to clients and set up internal alerts for your team. This allows you to crea

Add Custom Templates to Your CRM Template Library

Custom Templates Setup The Template Library organizes templates by product type, such as email campaigns, funnels, and workflows. Agency Administrators can contribute custom templates to these librari

How to Customize the Welcome Email for New Sub-Account Users

Customize the Welcome Email for New Users As an agency, you can personalize the welcome email that is automatically sent to new users when they are added to a sub-account. This allows you to incorpora

How to Set Contact Limits for SaaS Sub-Accounts

About Contact Limits In SaaS mode, you can set a maximum number of contacts that sub-accounts can create manually through the CRM interface. This limit does not prevent contacts from being added throu

Understanding the Conversion Rate in the Prospecting Tool

What is the Conversion Rate? The Conversion Rate is a feature in your CRM's prospecting tool that estimates how likely a business is to become your client. It helps you prioritize prospects by analyzi

How to Require Manual Approval for New Sub-Accounts

About Manual Sub-Account Approval To help protect your business from fraudulent sign-ups, you can enable a setting that requires manual approval before new sub-accounts become active. This prevents sc

How to Add Descriptions to Your CRM Templates

Adding Descriptions to CRM Templates You can now enhance your CRM templates by adding short descriptions and categorizing them by type. This feature helps organize your template library and provides c

Enabling Two-Factor Authentication for New Sub-Accounts

Overview This feature allows you to require new sub-accounts to complete two-factor authentication (2FA) before they can purchase phone numbers. This adds a layer of security to protect your agency. U

How to Duplicate a Subaccount Dashboard

Duplicating a Subaccount Dashboard You can save time and maintain consistency by creating a copy of an existing subaccount dashboard. This cloning process allows you to reuse a dashboard's layout and

How To Pin Favorite Dashboards

What Is Dashboard Pinning? Dashboard pinning allows you to mark specific dashboards as favorites so they are always easy to find and access. If you work with multiple dashboards, pinning ensures your

Creating a Custom Dashboard

Introduction to Custom Dashboards A Custom Dashboard is a personalized analytics hub within your CRM sub-account. It allows you to assemble key performance indicators (KPIs) from various areas like co

How to Edit a Dashboard

As a dashboard owner, you can customize your CRM dashboard to better fit your reporting needs. You can change the dashboard name, adjust permissions, add new widgets, or modify existing ones. Step 1:

Managing Dashboard Permissions

Understanding Dashboard Permissions Dashboard permissions control who can view, edit, or manage the dashboards in your CRM. You can keep dashboards private to just yourself or share them with differen

How to Copy a Dashboard to Another Sub-Account

About Dashboard Copying Dashboards are stored within specific sub-accounts in your CRM. You can create a copy of a dashboard within the same sub-account or duplicate it to a different sub-account. Thi

Setting Your Dashboard Timezone

If you or your team members work across different time zones, you can customize the time displayed on your dashboards. This allows you to view all dates and times in your local timezone for easier tra

How To Embed External Content On A Dashboard

Embedding External Content on Your Dashboard Your CRM dashboard can display live content from other websites and services by using an embed feature. This allows you to integrate useful external inform

How Alpine HVAC Scaled from 2 to 30 Trucks Using CRM Reputation Management

Alpine HVAC, a local HVAC business, experienced remarkable growth by leveraging CRM reputation management tools. Six years ago, they operated with just two service trucks. After implementing a structu

Using Member Approval Questions

About Member Approval Questions Member Approval Questions are a feature that allows group administrators to screen new membership requests. By setting up specific questions, you can gather information

How to Share Templates Between Agencies

Sharing Templates with Another Agency The CRM's Template Library allows agencies to share templates directly with one another, facilitating collaboration and the exchange of best practices. This guide

Managing Notifications in the Client Portal

About Client Portal Notifications The Client Portal gathers alerts from the portal itself and its connected applications, such as courses and communities, into one central notifications tab. This prov

How to Embed Dynamic User and Location Data in Dashboard Iframes

Embedding Dynamic Content in Your Dashboard You can customize embedded iframe content on your sub-account dashboard by automatically inserting dynamic data, such as user details or location informatio

Canceling Listings for a Sub-Account

How to Cancel Listings for a Sub-Account Follow these steps to cancel the Listings feature for a specific sub-account: Step 1: Navigate to Business Entities In the left-hand navigation menu, select Re

How to Configure WhatsApp for a Sub-Account

WhatsApp Business Integration Guide Connect your WhatsApp Business account to your CRM. Select the setup method that matches your current situation. Choose Your Setup Method Connect Your Existing What

How to Resell Listings to Your Clients

Overview of Reselling Listings Reselling Listings is a feature that allows your agency to offer directory listing management as a subscription service to your clients. This service automatically synch

Managing Client SaaS Subscriptions

Allowing Clients to Upgrade Their Plan You can grant your SaaS clients the ability to upgrade their subscription plan directly from their account. This can be configured globally or for individual cli

Analyzing Website Performance in the Marketing Audit Report

The Website Performance section of the Marketing Audit Report provides crucial insights into how well a prospect's website is performing. This analysis helps agencies identify optimization opportuniti

Reporting FAQs

Call Reporting vs. Agent Reporting What's the difference between Call Reporting and Agent Reporting? Call Reporting tracks calls based on assigned phone numbers, while Agent Reporting tracks calls bas

Creating and Configuring Table Chart Widgets on Your Dashboard

Adding a Table Chart to Your Dashboard Table charts on your CRM dashboard allow you to view key data in a structured, column-based format. You can add and customize these widgets directly from your ma

Understanding Rebilling, Reselling, and Agency Wallets

An Overview of Rebilling, Reselling, and Wallets Your CRM platform uses a flexible billing model where you only pay for what you use for services like email, phone, and AI. This guide explains the cor

Setting a Default Dashboard

Establishing a default dashboard helps your team stay focused by making the most important data the first thing they see when opening the dashboard section. This guide explains how to set one. Steps t

Manage App Permissions in the Client Portal

Introduction to App Permissions App Permissions allow you to control which features and login methods are available to your contacts in the Client Portal. By managing these settings at the sub-account

Creating and Selling Paid Courses in Your Community

Introducing Paid Courses You can now monetize your community by selling courses directly within it. This feature allows community owners and administrators to create premium content with flexible pric

Manually Issue Certificates

How to Send Manual Certificates This feature allows you to issue certificates directly to contacts for courses or training that are not managed within the CRM. This is ideal for offline events or for

Managing Course Notifications for Comments and Content

About Course Notifications Stay informed and engaged with your learning progress. The CRM can send you notifications for important events within your courses, such as new replies to your comments or w

Setting Your Dashboard's Timezone

Ensure your dashboard metrics display in the correct local time by setting your personal timezone. This adjustment personalizes how date and time data appears across all your dashboards. How to Change

Applying Dashboard Configurations with Account Snapshots

Account snapshots allow you to package a dashboard setup from one location and apply it to another. This is particularly useful for agencies who want to standardize reporting views or quickly provisio

SaaS Mode Frequently Asked Questions

Billing and Wallet How do I remove the last payment card? If only one card is saved on a sub-account’s billing page, you cannot delete it directly. You can either remove the card via Stripe (if you ha

Overview of Ad Manager

What is Ad Manager? Ad Manager is a centralized tool within your CRM that enables you to create, manage, and track advertising campaigns from multiple platforms in a single location. This tool consoli

Managing Your Agency Tax ID

To comply with tax obligations, the CRM platform collects Tax ID numbers from agencies worldwide. This guide explains how to update your agency's tax information. Value Added Tax (VAT) If your organiz

Setting Up the Plumbing Snapshot Template

About the Plumbing Snapshot The Plumbing Snapshot is a pre-configured template designed specifically for plumbing businesses using the CRM platform. It provides a complete set of tools to help you att

Managing Developer User Accounts

This guide explains how to manage users within your developer account using the Role-Based Access Control (RBAC) system. This feature allows you to add users to your marketplace account and assign the

Setting Up the Property and Casualty Insurance Snapshot

About the Property and Casualty Insurance Snapshot The Property and Casualty Insurance Snapshot is a pre-configured template designed to help insurance agencies quickly set up their CRM. It provides a

Bookkeeper Snapshot Setup

What is the Bookkeeper Snapshot? The Bookkeeper Snapshot is a pre-built CRM template designed specifically for bookkeeping professionals. It provides a complete, ready-to-use system for managing your

Setting Up the Travel Agency Snapshot Template

Travel Agency Snapshot Overview The Travel Agency Snapshot is a pre-built template designed to help you quickly set up a CRM sub-account for a travel agency business. This template provides a complete

Using Gamification in Community Groups

What is Gamification in Communities? Gamification is a feature within your CRM that makes standard community group activities more engaging by introducing elements of play and competition. It transfor

Enhanced Account Security

About Enhanced Account Security To provide stronger protection for your data, the CRM includes an Enhanced Account Security feature. This setting is enabled by default for all accounts and is designed

Using Attribution and UTM Parameters in Custom Widgets

Custom widgets in your CRM dashboard can be enhanced with attribution and UTM parameter filters to help you analyze contact and opportunity sources more effectively. This feature allows you to filter

User Roles, Permissions, and Assigned Data for Sub-Accounts

Managing User Access in Your Sub-Account This guide explains how to manage user roles and permissions within a specific sub-account of your CRM. You will learn how to control which features and data y

Managing User Roles and Permissions in Your Agency

Getting Started with User Permissions As an agency administrator, you can control the access levels and capabilities of your team members through granular permission settings. To begin managing a user

How to Hide Default Templates from the Template Library

Managing Default Templates in the Template Library As an agency administrator, you can now hide the default templates provided by the CRM platform. This feature helps you create a cleaner, more focuse

How to Generate a Marketplace Share Link for Your Snapshot

Generating a Marketplace Share Link for Your Snapshot To sell your CRM snapshot through the app marketplace, you first need to generate a shareable link. This link allows others to access and purchase

How to Track Activity for Documents and Contracts

Track Document and Contract Activity Monitor the complete lifecycle of your documents and contracts directly from your CRM dashboard. This feature provides visibility into every action taken on your i

Guide to Pre-Built Contact Segments

What Are Pre-Built Contact Segments? Pre-built contact segments are predefined groups within your CRM that automatically categorize your contacts based on their email engagement behavior. These segmen

How to Check for Google Ads Using the Prospecting Tool

Using Google Ads Detection in the Prospecting Tool The Prospecting Tool now includes a feature to detect if a prospect is currently running Google Ads. This information appears in the generated audit

How to Enable Domain Purchase and Set Up Recurring Billing

Enabling Domain Purchase for Your Agency If you offer domain registration as part of your service package, you can activate this feature directly within your CRM. This allows your clients to purchase

Eject a Sub-Account to Create a New Agency

The eject feature allows you to convert a sub-account under your agency into a separate, independent agency account. This is useful when you want a sub-account to operate on its own. You will nominate

Adding Additional Attributes to Your Business Listings

What Are Additional Attributes? Additional attributes are detailed pieces of information you can add to your business listings within the CRM. These attributes help provide a more comprehensive view o

Transfer Community Group Ownership

Transferring Community Group Ownership You can now transfer ownership of a community group to another member of your agency who has access to the location. This is useful if you manage groups for clie

Configuring Global Settings for Services

Overview of Global Settings for Services The Services Global Settings area is the central hub for configuring the foundational rules and appearance of your appointment booking system. Changes made her

Using Contact Custom Fields in Certificate Builder

The Certificate Builder now supports the use of contact-level custom fields. This feature enables you to incorporate personalized data from your contacts into certificates, beyond the standard predefi

Understanding the Affiliate Manager

Introduction The Affiliate Manager is a feature within the CRM that helps businesses expand their customer base by building a network of partners, known as affiliates. These affiliates promote your pr

Migrate Your Affiliate List to the CRM

Overview This guide explains how to move your existing affiliate contacts from an external system into your CRM's affiliate management tools. The process involves exporting your data from your current

Reputation Management – Drip Mode in Reviews AI

What is Drip Mode in Reviews AI? Drip Mode is a feature within your CRM's Reviews AI that allows you to automatically respond to a backlog of older, unreplied reviews at a controlled, natural pace. In

How to Set Up Multi-Tier Commissions

Understanding Multi-Tier Commissions Multi-tier commissions enable you to reward affiliates not just for their direct sales, but also for the sales made by affiliates they have recruited. This system,

How to Add Sub-Affiliates in the Affiliate Manager

Understanding Sub-Affiliates A sub-affiliate is an affiliate who operates under the supervision of a parent affiliate. They promote offers to their own audience, and the parent affiliate earns a commi

How to Add and Manage Affiliates

Adding and Managing Affiliates Affiliates are individuals or businesses who promote your products or services in exchange for commissions based on sales or leads they generate. They use unique trackin

How to Manually Attribute Sales to Affiliates

What Is Manual Sale Attribution? Manual Sale Attribution is a feature that allows administrators to credit affiliates for sales that occurred without the use of affiliate links or in offline scenarios

Tracking Affiliate Sales with Coupon Codes

Your CRM provides a powerful way to monitor the performance of your affiliates and influencers. While referral links are a common method, coupon codes offer an essential alternative for situations whe

Configuring the Affiliate Portal Settings

The Affiliate Portal Settings section provides control over what affiliates can access and manage within their dashboard. You can configure options such as tax form requirements, payout methods, and p

Affiliate Program FAQs

This article answers common questions about managing and participating in the CRM's affiliate program. How Do New Affiliates Get Their Unique Referral Link? New affiliates receive their unique referra

How to Find Your Google Maps URL for Virtual Business Prospecting

Why Your Virtual Business Needs a Google Maps URL Even businesses without a physical storefront can benefit from having a Google Business Profile. When you use the prospecting tools in your CRM, provi

Selling Snapshots on the App Marketplace

Introduction The App Marketplace now enables agencies to sell their CRM Snapshots, turning specialized configurations into scalable products. This feature allows you to monetize your expertise by offe

Understanding and Using Custom Object Audit Logs

About Custom Object Audit Logs Custom Object Audit Logs provide a detailed record of activity related to your custom objects, allowing you to monitor changes for security and operational clarity. This

Creating and Editing Custom Objects

What Are Custom Objects? Custom Objects allow you to define new record types within your CRM, each with tailored fields, relationships, and automation capabilities. They are designed to model data spe

Getting Started with Custom Objects

Why Use Custom Objects? Custom Objects allow you to extend your CRM's capabilities beyond its standard features, enabling you to model and track the unique aspects of your business. They are designed

Controlling Template Access for Subaccounts

Customizing the Template Library for Subaccounts As an agency administrator, you can manage which templates and categories are visible to each of your subaccounts. This allows you to tailor the templa

Personalize Your CRM Dashboard with Themes

You can change the look and feel of your CRM dashboard by applying a visual theme. This lets you match your brand or simply choose a style you prefer. This guide walks you through selecting a pre-made

Using Advanced Filters with Custom Objects

Advanced Filters for Custom Objects The Advanced Filters feature gives you powerful tools to refine and search through your custom object data with precision. By applying multiple filter conditions, y

How to Create, Schedule, and Export Custom Reports

Introduction to Custom Reports Custom Reports enable you to design, schedule, and share tailored reports with your team or clients. You can build reports from scratch or convert existing dashboards, g

Managing Custom Object Records

Working with Custom Object Records Custom objects allow you to store and organize unique types of data within your CRM, such as client projects, inventory items, or service records. This guide explain

Customizing and Sorting Your Custom Object List View

Understanding the List View for Custom Objects The List View for Custom Objects provides a powerful way to manage and interact with your custom data. It presents your records in a clear, table-like fo

Connecting Document Fields to Contact Custom Values

You can now link text and date fields within your documents and contracts directly to custom values stored on a contact's profile or on the document record itself. When the document is signed, the lin

Using Split Columns in Documents and Contracts

Create Side-by-Side Layouts in Documents and Contracts You can now organize content side by side using the split column functionality in the Documents and Contracts editor. This feature helps you crea

Creating and Managing Associations Between Opportunities, Companies, and Custom Objects

About Associations Associations allow you to connect different types of records in your CRM to reflect real-world business relationships. You can link Opportunities to Companies, Opportunities to Cust

How to Customize Audit Report Sections

Customizing Audit Report Sections When creating audit reports in your CRM, you have full control over which sections appear and in what order. This guide will walk you through selecting and arranging

Prospecting Analytics Dashboard for Subaccounts

What is the Prospecting Analytics Dashboard? The Prospecting Analytics Dashboard is a centralized tool within your CRM that provides a clear, data-driven view of your prospecting activities. It consol

Community Events

What are Community Events? Community Events are a feature that allows you to create, schedule, and manage events directly within your CRM's Community and Client Portal. You can use them for workshops,

Client Portal Dashboard and Contracts Overview

What’s New? The Client Portal has been updated with a refreshed dashboard and a powerful new Contracts feature, available on both web and mobile. These enhancements simplify document management and im

Using the CRM Marketplace for Community Discovery and Growth

Introducing the CRM Marketplace for Communities Community builders can now leverage the CRM's integrated marketplace feature to discover, connect, and grow their communities more effectively. This bui

Connect Your Google Business Profile and Facebook Page to Listings

How to Set Up Google Business Profile and Facebook Integration You can now link your Google Business Profile and Facebook Page directly from the CRM's Listings dashboard. This integration allows you t

Online Listings: Supported Countries and Coverage

Supported Countries and Coverage Our Online Listings feature is now available in 47 countries, enabling businesses to manage their directory listings across multiple platforms and reach customers worl

Using the Neo Classic Theme for Courses

About the Neo Classic Theme The Neo Classic theme brings a fresh, modern design to your CRM's course creation tools. This updated theme combines classic design elements with contemporary user interfac

Using Multi-Select in Media Storage

What is Multi-Select? The Multi-Select feature in your CRM's Media Storage allows you to select multiple files or folders at the same time. This makes it easy to perform actions on many items together

How to Create a White-Label Community

A white-label community allows you to offer a branded, members-only space for your clients or audience directly within your CRM. This guide walks you through the setup process. Accessing the Community

Managing Spam Reviews

Overview of Spam Detection The spam detection feature helps you maintain the credibility of your online reviews by identifying and managing unwanted or fraudulent feedback. This allows you to focus on

Viewing Snapshot Push Update History

Tracking Snapshot Push Updates The CRM maintains a detailed history of all snapshot updates you push to subaccounts. This history lets you monitor which subaccounts were successfully updated, which ar

Bundling Additional Products with Your CRM SaaS Plans

Expanding Your CRM SaaS Offerings You can now enhance your CRM SaaS plans by bundling them with additional resellable products directly through the SaaS Configurator. This feature allows agencies to c

Agency Dashboard for Rebilling

About the Rebilling Dashboard The Rebilling tab in your Agency Dashboard offers a central hub for monitoring your agency's financial activity related to reselling services. You can use it to track rev

Managing Payment Providers for SaaS Sub-Accounts

This article explains the updated billing features for SaaS (Software as a Service) sub-accounts, which provide more flexibility in how payments are handled. Updated SaaS Activation Process When you m

Managing Your Account Billing

Overview of the Billing Dashboard The Billing section in your CRM account is the central place for managing all financial matters. From here, you can handle subscriptions, payment methods, billing det

Setting Up and Selling Your White-Label CRM

What is SaaS Mode? SaaS Mode is a feature that allows you to resell the CRM platform under your own brand. This white-label solution removes all visible branding from the original platform, letting yo

Adding Marketplace Snapshots to Your SaaS Plans

You can now enhance your agency's SaaS plans by including pre-configured Marketplace snapshots. These snapshots are bundles of tools, settings, and workflows that can be installed instantly on a clien

How to Add Custom Menu Links to SaaS Plans

Streamlining Integrations with Custom Menu Links Custom Menu Links (CMLs) are a powerful feature that lets you embed third-party tools—like AI platforms, inventory systems, or other web applications—d

Using Custom Objects for Real Estate Management

What Are Custom Objects for Real Estate? Custom Objects enable real estate professionals to create tailored data structures that model properties and related entities within the CRM. This functionalit

Understanding Data and Access After CRM Subscription Cancellation

What Happens When You Cancel Canceling your CRM subscription affects your entire account and all associated sub-accounts. You will immediately lose access to key features and data. After cancellation,

Enabling and Reselling the Ad Manager Feature

Overview The Ad Manager feature allows your agency to offer and manage advertising services directly within the CRM for your clients (sub-accounts). You can set your own resale price and control which

Managing Agency Billing in Your CRM

Understanding Agency Billing This guide covers common billing questions and tasks for agencies using the CRM platform. You'll learn about subscription types, payment management, invoice access, and ho

Using Magic Links for Membership Course Access

What Are Membership Magic Links? Membership magic links provide a one-click login solution for your clients accessing course content. Instead of requiring a username and password, these links grant im

How to Include Listings in a SaaS Plan

Overview The Listings add-on enables you to integrate business directory and enhanced visibility services directly into your SaaS subscription plans. By embedding Listings within a plan, you provide c

Deploy Listings Without Directly Charging the Client

Overview: Deploying Listings Without Client Billing If you want to provide Listings services to your clients without billing them directly, you can purchase and deploy Listings on their behalf. This a

Understanding Affiliate Referral Statuses: Leads, Customers, and Cancelled

Accessing the Referral Page To view your referral activity, navigate to the Affiliate Portal from your CRM dashboard. Once there, select the Referrals option located at the top of the dashboard screen

Canceling a SaaS Subscription for a Client

Overview As an agency administrator, you have full control over the SaaS subscriptions for your client sub-accounts. This guide explains the procedures for canceling a client's subscription yourself a

Getting Started with Listings

Listings is a tool within your CRM designed to enhance your brand's online presence and reputation. It helps ensure your business's key information—like your address, phone number, and operating hours

How to View Your Affiliate Customers and Track Commissions

If you have shared your affiliate link and want to see which customers have signed up under you or check your earned commissions, you can do so directly within your CRM's affiliate portal. This guide

Media Storage & File Upload Limits

Understanding Files and the Media Library A file is a collection of data stored under a specific name and format, indicated by its file extension (such as .png, .pdf, or .txt). Different tools within

Understanding the Reputation Overview Dashboard

Reputation Overview Dashboard The Reputation Overview dashboard in your CRM provides a comprehensive summary of your business's online reputation. You can access it by navigating to the Reputation sec

Using the Login As User Feature (Agency Admins)

About the Login As User Feature The Login As User feature is a powerful tool for Agency Admins that allows you to temporarily access a user's account directly from your own. This eliminates the need t

How to Send Review Requests

Introduction Encouraging clients to leave reviews on platforms like Google My Business can significantly benefit your business by enhancing credibility, improving search visibility, and building trust

Configuring Your Personal Notification Preferences

Understanding Notification Settings Your CRM includes powerful notification settings that let you control how and when you receive alerts about important activities. Whether you need to stay informed

Monitoring Your Agency's Communication Costs

Understanding Agency Communication Spending As an agency administrator, you can track and analyze all communication-related expenses for your agency and its sub-accounts from a central dashboard. This

Agency Rolled-up Reporting

Monitoring Your Agency's Performance The Agency Rolled-up Reporting feature provides a consolidated view of key performance data from all your subaccounts directly within your main agency account. Thi

Automatically Create and Associate Companies from Contact Business Names

The Company Object Automation feature allows you to automatically generate companies and associate contacts based on the business name field in their profiles. This helps organize your contacts under

Pause and Resume Client Accounts

Overview As an agency administrator, you can pause or resume client accounts within your CRM platform. This feature helps manage access for clients who may have payment issues or require temporary sus

How to Generate Leads Using the CRM Prospecting Tool

What Is the Prospecting Tool? The Prospecting Tool is a feature within the CRM that helps businesses and agencies discover local companies and create detailed Marketing Audit Reports for them. These r

Understanding Premium Action Visibility Differences Between Agency and Account Views

Premium Action Visibility Differences When Premium Actions are not enabled for your agency account, certain features and capabilities will appear differently depending on whether you're viewing the sy

Setting Up Automated Email Reports for Sub-Accounts

Automating Performance Reports for Sub-Accounts The Report Scheduler enables agency administrators to automatically send performance summaries to sub-account users on a daily, weekly, or monthly basis

Configuring Eliza Agent Settings in CRM

Eliza Agent Settings in CRM You can configure and manage certain aspects of the Eliza Agent Platform directly within your CRM. This article explains the available settings and how to use them. User Pe

How to Use Memberships Revenue Analytics in the CRM

Understanding Revenue Analytics Revenue Analytics is a feature within your CRM that provides detailed insights into the revenue generated from one-time purchases. By analyzing this data, you can ident

Understanding the Agency Owner Role in Your CRM Account

What Is the Agency Owner Role? The Agency Owner role designates the primary user in your CRM agency account. This user holds enhanced privileges to streamline decision-making, communication, and owner

Setting Up Your Client Portal

What Is the Client Portal? The Client Portal is a secure, centralized platform that enables your clients to interact with their accounts independently. Located on the clientclub.net subdomain, it prov

How Your Clients Can Use the Client Portal

What is the Client Portal? The Client Portal is a dedicated, secure area where your clients can interact with your business and access their specific services. It consolidates various tools and inform

How to Set Up, Customize, and Manage Communities

What Are Communities? Communities in your CRM provide a dedicated space for your audience to connect, share content, and engage with one another. Whether you run a business, educational platform, or c

Managing Content in Communities

The Communities feature in your CRM provides powerful tools for group administrators and members to create, manage, and engage with content through posts and channels. This system enables dynamic inte

Segmenting Your Contact List Using Email Engagement Data

About Filtering Contacts by Email Statistics Filtering contacts by email statistics allows you to segment your audience based on their actual engagement with your email communications. Instead of anal

Managing Members in Community Groups

Overview of Member Management Effectively managing the members of your Community Groups is essential for maintaining an organized, secure, and dynamic environment. This involves understanding differen

Enhanced Sub-Account Filtering: Manage Email Providers Efficiently

Introduction As an agency user, you can now filter and manage your sub-accounts based on their email provider, domain, and verification status directly from the agency view. This powerful feature save

How to Delete a Prospect

Deleting a Prospect To permanently remove a prospect from your prospecting tool, follow these steps. Steps to Delete a Prospect Navigate to your Agency View . Click on the Prospecting section. Use the

How to Export a List of Sub-Accounts

Overview The Sub-Accounts List Export feature allows you to generate a CSV file containing detailed information about your sub-accounts. This report is useful for analysis, client reporting, and inter

Managing Group Privacy in Communities

Understanding Public and Private Groups Within your CRM's Communities feature, you can create groups with different visibility settings. A public group is open for any community member to see and join

Dental Practice Growth Playbook

Growing your dental practice online follows a clear path: attract new leads, convert them into scheduled patients, encourage them to leave positive reviews, and keep them coming back. This playbook ou

Using Text Snippets for Efficient Communication

What Are Text Snippets? Text snippets are pre-saved blocks of content that you can insert into emails, SMS messages, and other communications within your CRM. They act as reusable templates for common

Industry Playbook: Hair and Nail Salon

Grow Your Hair or Nail Salon with Your CRM This playbook outlines a clear strategy for expanding your salon business. The goal is to attract new clients, book appointments, gather positive reviews, an

A CRM Playbook for Health & Wellness Businesses

Streamline Your Health & Wellness Business Growth Growing a successful local Health & Wellness practice involves a clear digital strategy. The goal is to attract new clients, convert inquiries into ap

Building a Growth Playbook for Home Service Businesses

For home service businesses, sustainable growth follows a clear digital cycle: attract new leads, convert them into booked jobs, gather positive feedback, and encourage repeat business. This playbook

Configuring Your Domains: Whitelabel, API, Sites, Email, and Client Portal

Understanding Domain Configuration in Your CRM Configuring domains is essential for creating a seamless, branded experience for your clients. This guide covers the different types of domains you can s

How to Set Signing Order for Recipients in Documents and Contracts

Setting Signing Order for Document Recipients Your CRM allows you to control the order in which recipients sign documents and contracts. You can choose to enable a sequential signing process or send d

Managing User Permissions for Certificates and Using Undo/Redo

Managing Certificate Permissions for Sub-Account Users You can control which users at a sub-account (location) level have access to the Certificates module. This is managed through user permissions. N

How to Share Document and Contract Templates Between Sub-Accounts

Sharing Document and Contract Templates As an agency using the CRM, you can share document and contract templates across different sub-accounts. When you share a template, any media library components

Using the Call Reporting Dashboard

About Call Reporting Your CRM includes a dedicated Call Reporting dashboard to help you analyze phone call activity across your business. This feature is available on the Agency Pro plan. For the most

Creating Quotes with Optional Items for Signers

Creating Quotes with Optional Items You can now design quotes and contracts that include both mandatory items and optional services, allowing your clients to customize their selection before signing.

Appointment Report

Appointment Report Overview The Appointment Report provides a detailed analysis of your appointment data, helping you track performance, identify trends, and optimize scheduling. You can access this r

How to Set Up a Digital QR Code to Generate More Reviews

Using a digital QR code is a powerful method for improving your reputation management. It provides a direct and simple way for customers to access your review pages, helping you collect more feedback

Managing Certificate Expiration Dates

Configuring Certificate Expiration Administrators can define expiration dates for certificates awarded to users. This can be configured in two places: when creating the certificate template or when is

Using Assets Protected Snapshots

Overview Assets Protected Snapshots is a feature designed to safeguard your intellectual property when sharing configurations with other users. When enabled, it prevents the assets within the snapshot

How to Ban Members and Report Content in Communities

Managing Community Members and Content As a community admin or owner in your CRM, you can maintain a safe and respectful environment by banning disruptive members and reviewing content reported by use

Replicating Document and Contract Templates Across Multiple Accounts

You can now save significant time during client onboarding by using Snapshots to replicate your document and contract templates across multiple accounts. This ensures all your client accounts have con

Managing and Creating Templates from the Admin Screen

Streamlining Template Management for Agency Admins As an agency administrator, you can now manage all your CRM templates directly from the central Admin screen. This powerful feature eliminates the ne

How to Customize Dashboards by Adding Titles, Images, and Text Boxes

Enhance Your CRM Dashboards with Custom Elements You can now personalize your CRM dashboards with three new elements: Titles, Text Boxes, and Images. These tools help you organize information, communi

What Happens When You Delete a Contact from a Community Group

Effects of Deleting a Contact from a Community Deleting a contact from a community group is a permanent action. This section explains the consequences for both regular group members and group owners.

Managing Categories, Types, and Tags

Organizing Your Template Library Your CRM provides tools to help you efficiently manage the organizational structure of your template library. By using categories, types, and tags, you can keep your t

Creating and Managing a Brand Board

What is a Brand Board? A Brand Board is a centralized hub within your CRM where you can define and manage the core visual elements of your brand. It stores your logos, color palette, and font selectio

Setting Your Default Brand Board

What a Default Brand Board Does Your default brand board is the central reference point for your brand's visual style within the CRM. It defines the primary set of colors, fonts, and logos that appear

Understanding the Grades in Your Marketing Audit Report

Overall Score Calculation Your overall Marketing Audit Report score is an average of five equally weighted sections: Business Information (20%), Reviews (20%), SEO (20%), Website Performance (20%), an

Accessing Lead Details in the Prospecting Tool

The Prospecting Tool provides a centralized location to view comprehensive information about your leads, making it easier to understand and engage with potential prospects. You can access key details

How to Use the SEO Heatmap in the CRM Prospecting Tool

About the SEO Heatmap The SEO Heatmap in the CRM’s Prospecting Tool gives you a visual snapshot of how well a business ranks in local search results. By plotting search visibility across a map of key

How to Add and Use the Sales Efficiency Widget on Your Dashboard

Introducing the Sales Efficiency Widget A new widget is now available to help you monitor and improve your sales performance directly from your CRM dashboard. This widget provides key metrics that off

Understanding the Review Response Time Metric in the Prospecting Tool

Review Response Time Metric The Prospecting Tool now includes a new metric that measures how quickly prospects respond to their online reviews. This enhancement provides valuable insights into a prosp

How to Use the Only Assigned Data Setting with Dashboards

What Is the Only Assigned Data Setting? The Only Assigned Data setting is a security feature in your CRM that restricts dashboard views so users see only information assigned directly to them. This he

Copy Ad Campaigns Between Sub-Accounts Using Snapshots

Agency users can save significant time during client onboarding by using Snapshots to duplicate pre-configured or high-performing ad campaigns from one sub-account to another. This feature allows you

Creating and Using Dashboard Templates

Understanding Dashboard Templates Dashboard templates provide a powerful way to create standardized dashboard layouts that can be quickly applied across multiple accounts within your CRM. Instead of b

Managing Media in the Affiliate Manager

Overview The Affiliate Manager's Media Library provides a central location to store and manage the files your affiliates need, such as images, documents, or banners. Recent updates have made it easier

Reselling and Using the Prospecting Tool for Sub-Accounts

The Prospecting Tool allows agencies to offer their clients the ability to search for new business leads, generate marketing audit reports, and customize prospecting based on niche, location, and othe

Monitoring Email Performance with Dashboard and Report Widgets

Understanding Email Widgets Email widgets are visual tools that display key email performance data directly on your CRM dashboard or within custom reports. Instead of navigating through multiple menus

Reselling Ad Manager with Your SaaS Plans

You can now enhance your SaaS offering by including Ad Manager as an optional add-on product for your clients. This feature is managed through the SaaS Configurator, allowing you to bundle Ad Manager

Setting Up Single Sign-On (SSO) for Your CRM

What is Single Sign-On (SSO)? Single Sign-On (SSO) allows your team to access the CRM using their existing organizational login credentials. This streamlines the login process and enhances security by

Getting Started with Companies

Introduction to Companies The Companies feature in your CRM enables you to manage business relationships at the organizational level, providing a consolidated view of all interactions, tasks, and cont

How to Duplicate Widgets on Your Dashboard

Duplicating Widgets on Your Dashboard The duplicate widget feature enables you to quickly create copies of existing dashboard widgets. This is particularly useful when you need multiple widgets with s

Configure Certificate Expiry Reminder Email Frequency

Overview You can now customize when you receive reminder emails about upcoming certificate expirations. Instead of using the standard notification intervals, you can set specific days before the expir

Using Quick Filters on Dashboards

About Quick Filters Quick Filters allow you to temporarily filter the data displayed on a dashboard without needing to edit the dashboard itself. This is ideal for analyzing data from different perspe

How to Cancel Your Prospecting Tool Subscription

Canceling Your Prospecting Tool Subscription You can now cancel your Prospecting Tool subscription directly from your CRM dashboard. This guide walks you through the simple process. Steps to Cancel Go

Generating More Leads and Closing More Jobs for Electricians

The Challenge for Electrician Businesses Running a successful electrical business involves more than just skilled labor. You might be experiencing common hurdles like missing potential leads while man

Streamlining Your Electrical Business with CRM Automation

Are You Struggling to Manage Your Electrical Business Operations? You excel at electrical work, but the administrative side of running a business presents a unique set of challenges. If the following

Growing Your Electrical Business with Customer Retention Strategies

Why Customer Retention is Essential for Electricians Finding new customers is significantly more expensive than keeping the ones you already have. Many electrical businesses miss out on the substantia

Customizing System Email Templates for Your Agency

About Agency System Email Templates To ensure a consistent brand experience for your clients and their contacts, your agency can customize the templates used for key automated system emails. This allo

How to Manage Negative Reviews and Build Your Online Reputation

Best Practices for Responding to Negative Reviews Receiving a negative review can be challenging, but handling it with care can transform a difficult situation into a chance to showcase your commitmen

Transferring Multiple Sub-Accounts to Another Agency

The bulk transfer feature allows you to move multiple sub-accounts simultaneously to another agency account. This guide covers the process for both the sending and receiving agencies. Initiating a Bul

Connect and Manage Multiple Review Platforms in Your CRM

Centralize Your Review Management Maintaining a positive online reputation requires monitoring feedback from various sources. Your CRM simplifies this process by allowing you to integrate multiple rev

Essential Strategies for Electricians Using Your CRM

You're an expert at managing electrical systems, but running a successful business today requires mastering your online presence and customer communication. This guide outlines key strategies you can

Granular Permissions for Snapshots

Overview The granular permissions feature for snapshots gives administrators detailed control over which team members can perform specific snapshot-related actions. This allows for more precise manage

Building Customer Loyalty and Growth for Your HVAC Business

Why Customer Retention and Referrals Are Essential Acquiring a new customer for your HVAC business costs significantly more than retaining an existing one. Despite this, many companies focus primarily

Strategies to Improve Your HVAC Business's Google Rankings and Book More Jobs

Are You Missing Out on HVAC Jobs? As an HVAC professional, you excel at installations, repairs, and maintaining comfortable environments. However, maintaining a consistent stream of high-quality jobs

Automating HVAC Business Operations: A Guide to Efficient Scheduling, Payments, and Job Management

Streamline Your HVAC Business with Automation Running an HVAC business involves much more than technical expertise in installations, repairs, and maintenance. Many business owners find themselves bogg

5 Essential CRM Strategies for HVAC Business Growth

Introduction: Streamline Your HVAC Business As an HVAC professional, your expertise lies in installations, maintenance, and repairs. However, managing customer relationships and lead generation can be

A Guide to Ranking Higher on Google for Cleaning and Maintenance Businesses

Are You Missing Out on New Customers? As a cleaning or maintenance professional, your skill is keeping spaces spotless. But if your business isn't easy to find online, you could be missing out on a st

Strategies for Customer Retention and Referrals in Cleaning Businesses

Why Focus on Retention and Referrals? Acquiring a new customer is significantly more costly than retaining an existing one. Many cleaning businesses concentrate solely on new lead generation, overlook

Using Unified Search for Posts and Comments in Communities

Overview Find the conversations that matter faster than ever with the unified search feature for community posts and comments. This powerful tool, located within the Discussion Tab of your CRM, brings

Managing Customer Associations for Affiliates

Overview Managing which customers are linked to your affiliates is essential for accurate reporting and commission payments. This guide covers how to remove a customer from an affiliate, temporarily d

Configuring Course Access Rules in Communities

The Communities feature includes flexible options to control how members can access courses. As a community administrator, you can set rules that align with your engagement goals or monetization plans

Optimize Your Cleaning Business Operations with CRM Automation

Are You Struggling with Scheduling, Payments, and Job Management? As a cleaning and maintenance professional, you excel at your craft, but managing the business side can be challenging. Many businesse

How to Redirect Users to a Specific Page After Signing a Contract

Overview You can configure your CRM to redirect customers to a specific web page after they sign a document or complete a payment on an invoice generated from a document. This feature helps create a s

Replicate WhatsApp Templates to Sub-Accounts Using Snapshots

Use the Snapshot feature to copy approved WhatsApp templates and related assets from one sub-account to another, ensuring consistency and saving time across your client accounts. Before You Begin Ensu

How to Send Recurring Emails with Multiple Email Templates

You can now create more personalized and effective recurring email campaigns by using different email templates for each follow-up message. This allows you to vary your messaging and keep your communi

Managing Your WhatsApp Business Subscription

Overview This article explains how to cancel your WhatsApp Business subscription within the CRM and what happens after cancellation. Only Agency Owners and Admins have permission to perform this actio

How to Copy Certificate Templates to Other Locations

About Copying Certificate Templates You can duplicate certificate templates from one location to others in your CRM, making it simple to reuse designs without rebuilding them. This feature lets you co

Managing Custom Values in Your CRM

What Are Custom Values? Custom Values are reusable data pairs you create and store centrally in your CRM. Each Custom Value consists of a Key and a Value . You can insert the Key into various parts of

Building a Thriving Plumbing Business with Customer Retention and Referrals

Why Focus on Retention and Referrals? For a plumbing business, acquiring a new customer is significantly more costly than keeping an existing one. Many companies invest heavily in finding new clients

Using Certificate Templates with Snapshots and Cloning

About Certificate Templates in Snapshots The CRM allows you to include certificate templates within a snapshot. When you create a snapshot, you can select certificate templates to be bundled with it.

Using the Subaccount Dashboard

What is the Subaccount Dashboard? The Subaccount Dashboard is a customizable page that provides an up-to-date overview of your subaccount's activity and performance. It displays key information throug

Pin Your Favorite Groups for Quick Access

Overview To streamline your navigation and keep your most important groups within easy reach, you can now pin your favorite groups in the CRM. Pinned groups appear at the very top of the dedicated gro

Copying Custom Objects Between Sub-Accounts Using Snapshots

Snapshots allow you to transfer custom objects—including all custom fields and their associations—from one sub-account to another. This feature simplifies the process of replicating custom data struct

Maximize Your Membership: A Guide to Lead Generation for Gyms

Introduction Leads are essential for growing your gym's membership, but it's common for potential clients to slip away unnoticed. Whether they visited your website, called after hours, or just needed

Managing Language Settings in the Client Portal and Child Apps

What is Language Internationalization? Language internationalization allows users to view the Client Portal and Child Apps in their preferred language. This feature enhances usability for global users

Streamlining Daily Operations for Service Businesses

Optimizing Your Service Business Workflow Running a successful service business involves far more than just completing jobs. Managing schedules, following up with customers, handling payments, and coo

Getting Started with Your Plumbing Business CRM

Why a Strategic CRM Approach Matters for Plumbers As a plumbing professional, your expertise is in solving urgent problems for homeowners and businesses. However, growing your company requires more th

Understanding and Using Local Marketing Audits

About Local Marketing Audits The Local Marketing Audit is a strategic reporting tool within your CRM. It provides a detailed analysis of your business's online presence and visibility. The report asse

CRM Notes Association – Link Notes Across Contacts & Opportunities

Connecting Notes to Contacts and Opportunities Manage your notes more effectively by choosing exactly where they belong. The Notes Association feature lets you link a note specifically to a contact re

Building a Referral Engine: Real Estate Client Retention Strategies

Why Client Retention Matters for Real Estate Agents Acquiring new real estate clients can be significantly more expensive than maintaining relationships with past clients. Many agents focus heavily on

How to Customize Your Prospect Report Layout

About Prospect Report Layout Customization Prospect Report Layout Customization allows you to personalize the structure of your Marketing Audit Reports within the CRM. You can choose which sections ap

Comparing SEO Platform Features and Plans

Understanding SEO Platform Options Selecting the right SEO platform is crucial for businesses looking to improve their search engine visibility and digital marketing performance. Different platforms o

Automating Your Real Estate Operations with CRM

Introduction Running a real estate business involves juggling appointments, follow-ups, contracts, and reviews—all while trying to grow your client base. Manual processes can lead to missed opportunit

Setting Up Email, Phone, and SMS

Introduction This guide will help you configure the core communication channels within your CRM. By setting up email, phone, and SMS, you can manage all your outreach from a single platform. You will

Enable Google Login for Your White-Label Domain

Enabling Google Login for Your White-Label Domain Agency Owners and Administrators can offer a streamlined login experience by enabling Google OAuth authentication for their white-label domain. This a

Reputation Management and Review Automation for Medical Spas

Why Reputation Management Matters for Your Med Spa Potential clients often research your business online before booking an appointment. They check star ratings, read testimonials, and notice how you h

Manage Linked Assets in Snapshots

What is Snapshot Asset Linking? Snapshot Asset Linking gives you manual control over which assets—such as workflows, funnels, forms, and other components—are included when you deploy a snapshot. Rathe

Cancel a Location Subscription from the Agency Billing Page

Cancel a Location Subscription Agency users can directly cancel subscriptions for individual locations from the Billing page. This guide explains the step-by-step process for initiating and completing

Managing Snapshots: Selective Assets and Forced Creation

This guide explains how to use the enhanced snapshot management tools in your CRM to create and refresh snapshots with greater control. You can choose specific assets to include, update existing snaps

Using Announcement Channels and Notifications in Communities

Announcement Channels and Notifications in Communities This guide explains how to use announcement channels and enhanced notifications within your CRM Communities. These features help community admini

WhatsApp Reselling via Wallet

This guide explains how agencies using SaaS v2 sub-accounts can resell WhatsApp subscriptions using wallet balances. This new method provides a flexible alternative to Stripe, allowing you to offer Wh

Getting Started with Reviews AI Agents

Reviews AI Agents are intelligent assistants that automatically generate personalized replies to your business reviews. By defining a unique personality for each agent, you can ensure your responses c

Sharing and Managing Documents Through the Client Portal

Overview This article explains how to exchange documents with your clients using the CRM and Client Portal. You will learn how to share files from the CRM to a client's portal and how to manage docume

Setting Up Reputation Management with the Onboarding Wizard

About the Reputation Management Setup Wizard The Reputation Management Setup Wizard is an onboarding tool designed for new accounts. It provides a guided path to complete the essential configuration f

Customizing Email Templates for Manual Certificates

About Manual Certificate Email Templates When you send a certificate to a contact manually, you can choose a specific email template for the notification and customize the subject line. This gives you

Setting Up Document Expiration in Your CRM

About Document Expiration Document Expiration is a feature that allows you to set a specific time limit for documents sent for signature. Once this period ends, the document automatically becomes unav

View and Manage Estimates in the Client Portal

About the Estimates Feature The Estimates feature in your Client Portal provides a central place to view, manage, and act on all estimates sent to you. You can see the details, download signed copies,

Control Template Library Visibility for Sub-Accounts

What is Template Library Visibility Control? Template Library Visibility Control is a feature that allows agency administrators to manage whether a sub-account can access the Template Library and, if

Essential Day-One Setup for Your Chiropractic Practice

Running a chiropractic practice involves a constant juggle of patient care, scheduling, and business growth. To help you streamline your operations from the very beginning, this guide outlines the key

Building a Modern Patient Acquisition System for Chiropractic Clinics

Why Many Chiropractic Clinics Struggle to Attract New Patients The traditional approach of relying solely on walk-ins and referrals is no longer sufficient. Prospective patients now search online, com

Streamline Your Chiropractic Practice Operations with CRM

Operating a chiropractic clinic involves more than patient adjustments—it requires managing appointments, tracking leads, engaging patients, and reducing no-shows. A comprehensive operations system ca

Optimize Your Online Presence to Generate More Real Estate Leads

Boost Your Local Visibility and Convert More Leads As a real estate consultant, your ability to attract and convert leads online is critical to your success. If potential clients can't find you when t

Managing Multiple Sub-Accounts with Bulk Actions

The CRM's Bulk Actions feature allows agency administrators to manage multiple client sub-accounts simultaneously. This tool is designed to save time by letting you perform key actions like enabling S

Adding Insight Widgets to Dashboards from Key Pages

You can add relevant data widgets to your dashboards directly from key areas of the CRM. This allows you to integrate important analytics into your daily workflow without needing to navigate away from

Building a Referral and Repeat Business System in Your CRM

Why Referrals and Repeat Business Matter Acquiring new clients costs significantly more than retaining existing ones. Yet many professionals overlook the potential of repeat business and referrals, fo

How to Improve Your Mortgage Business's Google Ranking and Lead Conversion

Introduction As a mortgage professional, you excel at guiding clients through financing options, but generating consistent inbound leads without relying on referrals or costly ads can be challenging.

5 Essential CRM Strategies for Real Estate Consultants

Why These Strategies Matter Excelling in real estate involves more than just closing deals—it requires maintaining visibility with potential clients and streamlining your processes. Consider these key

Streamline Your Real Estate Business with CRM Automation

Introduction As a real estate consultant, your expertise lies in helping clients buy and sell properties—not in managing administrative tasks. If you find yourself overwhelmed by scheduling conflicts,

Mortgage Broker Growth Strategies: A CRM-Focused Playbook

Why This Playbook Matters As a mortgage broker, your expertise lies in guiding borrowers and closing loans—but maintaining a steady flow of inbound leads and nurturing relationships can be challenging

Optimize Your Dental Practice's Google Business Profile for More Bookings

Introduction For patients searching for a new dentist, your Google Business Profile (GBP) is your digital front door. An incomplete or outdated profile can cause potential patients to look elsewhere.

Building a Streamlined Dental Practice Operations System

Why Operational Efficiency Matters in Dentistry A dental practice involves numerous daily operations: new patient inquiries, insurance follow-ups, recall appointments, provider scheduling, no-show man

Building a Consistent Content Strategy for Dental Practices

Why Content Strategy Matters for Your Dental Practice Effective content is the cornerstone of building lasting relationships with patients. It allows them to become familiar and comfortable with your

Automate Reputation Management and Patient Reactivation in Your Dental Practice

Why Reputation and Reactivation Matter A strong online reputation is essential for dental practices to attract new patients and maintain trust with existing ones. Many clinics miss opportunities by no

Reputation Management: Competitor Analysis

What is Competitor Analysis? Competitor Analysis is a feature within the CRM's Reputation Management tools that lets you compare your online reputation with up to three competing businesses. It automa

Understanding and Setting Up Association Limits

What Are Association Limits? Association limits are rules that control how many records can be linked between different objects in your CRM. They help maintain organized data structures by preventing

Quickly Access Your Most-Used Templates with Favorites

Streamline Your Workflow with the Favorites Feature The Favorites feature in your CRM's Template Library lets you bookmark frequently used templates—such as email, funnel, website, or social planner t

How to Subscribe to Premium Customer Support

About Premium Support Premium Support is a subscription add-on for your CRM that provides priority, expert assistance. It is designed for agencies and businesses that require faster, more personalized

Configure Snapshot Push Locations for Individual Sub-Accounts

Configuring Snapshot Push Locations You can now manage precisely which locations in a sub-account receive a snapshot when it is pushed. This allows you to selectively push a snapshot to specific sub-a

Managing Multiple Affiliate Commissions with Bulk Actions

Overview of Bulk Actions for Commissions The Bulk Actions feature for Affiliate Commissions allows you to approve, deny, or delete multiple commission records simultaneously. This tool is designed to

How to Manage Listing Suggestions

About the Suggestions Feature The Suggestions feature in your CRM provides a central location to manage updates proposed by external platforms like Google Business Profile, Facebook, and Yelp. These p

Managing Google Ads Offline Conversions in the CRM

The CRM's Ad Manager feature enables you to create, edit, and manage your Google Ads offline conversion actions directly within the platform. This allows you to track important customer actions that h

Subaccount Launchpad

What is the Subaccount Launchpad? The Subaccount Launchpad is a central workspace designed to guide you through the initial setup of your CRM. It brings together essential tasks, instructional videos,

Free vs Premium Prospecting

Understanding Prospecting Tiers This guide explains the differences between the Free and Premium tiers of the Prospecting feature in your CRM. It will help you decide which option best fits your agenc

Sharing Your Agency Prospecting Premium Subscription with a Sub-Account

Overview If your agency has an active Prospecting Premium subscription, you can now share access to its premium features with one of your sub-accounts. This creates a unified subscription, simplifying

Export Issued Certificates as CSV

You can export your issued certificates as a CSV file to review data offline, integrate with other tools, or maintain records for compliance. This guide explains how to export certificates, customize

Migrating Prospects from Your Agency to a Sub-Account

What Is Prospect Migration? The prospect migration feature allows you to transfer prospects from your main agency account into a connected sub-account. This helps you delegate lead management to speci

Managing Email Notifications and Video Thumbnails in Courses

Course creators can now customize email notifications and video thumbnails to improve communication and visual engagement with students. Email Notification Preferences You can choose which email notif

How to Engage with Leads Generated Through Prospecting

Finding Your Prospecting Leads Leads generated through the Prospecting Tool—whether via AI search, manual search, or an embedded widget—are automatically added to your sub-account's contact list. This

Agency Launchpad

Welcome to the Agency Launchpad This article provides an overview of the Agency Launchpad, a guided onboarding tool designed specifically for agency accounts in the CRM. The Launchpad uses video tutor

Reselling Marketplace Apps with Usage-Based Pricing

Agency administrators can now create an additional revenue stream by reselling Marketplace applications that use usage-based billing. This feature lets you apply a custom markup to the base usage fees

Control Course Access with Private Channels

This guide explains how to restrict course access to specific private channels within your CRM's community feature. This allows you to create exclusive learning experiences for paid subscribers, inter

Setting Up an Authenticator App for Two-Factor Authentication

What Is Authenticator App Support for Two-Factor Authentication? Authenticator App Support for Two-Factor Authentication (2FA) adds an extra layer of security to your CRM account by integrating time-b

Controlling Quizzes and QR Code Features in Your SaaS Plans

Overview As an agency administrator, you have precise control over which features are available to your clients. You can now independently enable or disable the Quizzes and QR Codes features at both t

Customizing Your Prospecting Reports with the Report Builder

Introduction The fully customizable Prospect Report Builder is a premium feature that gives you complete control over the look and feel of the reports generated by the Prospecting Tool. This allows yo

Managing Template Visibility for Subaccounts

How to Restrict Access to Individual Templates As an agency administrator, you can control which templates your subaccounts can access. While there isn't a direct option to hide individual templates,

Enable SaaS Subscriptions in Bulk Using Smart Prompts

Maximize the value of your CRM platform by identifying clients not yet subscribed to SaaS plans and guiding them through bulk activation. This feature helps streamline client onboarding and ensures co

Connecting Messaging and Social Channels to Google Business Profile

You can enhance your Google Business Profile (GBP) by linking it with popular messaging channels like WhatsApp and SMS/Text, as well as social media platforms such as Facebook, Instagram, LinkedIn, Yo

How to Use Entity History in Listings

What is Entity History in Listings? Entity History is a comprehensive audit trail feature that logs every modification made to your listings within the CRM. Whether changes are made by users or automa

Customize the SaaS Subscription Cancellation Flow

Introduction The SaaS Subscription Cancellation Flow gives you the ability to customize the experience your clients encounter when they attempt to cancel their subscription. This feature allows you to

Listings Analytics Dashboard

What is the Listings Analytics Dashboard? The Listings Analytics Dashboard is a central hub within your CRM for monitoring the performance of your business listings across various online directories.

Manage Snapshot Email Notifications

About Snapshot Email Notifications This feature gives Agency Administrators precise control over who receives email notifications after a snapshot deployment is completed. You can configure whether th

Enhance Your Website with New Review Widgets and AI Summaries

Introduction to Enhanced Review Widgets The CRM's reputation management tools have been upgraded with new ways to display customer testimonials. You can now use new widget types, gain complete control

How To Use Smart Categories in Your CRM

What are Smart Categories? Your CRM includes a Smart Categories feature that uses artificial intelligence to automatically assign the most relevant category to your courses and communities. This autom

Configuring Email Notifications for Client Portal Documents

Understanding Email Notifications for Client Portal Documents The Client Portal includes an email notification system that keeps clients informed about important documents you share with them. When yo

Managing Multiple Business Locations in Your CRM

Overview This guide explains how to manage multiple business locations from a single CRM sub-account. This feature is designed for agencies and businesses with several locations, allowing you to contr

Create a New Sub-Account Using a Snapshot

Overview This article explains how to create a new sub-account that is pre-configured with a snapshot. A snapshot is a package of assets and settings. By creating a sub-account using a snapshot, you a

Managing Sub-Accounts with the Updated Interface

Introduction to the Updated Sub-Accounts List The Sub-Accounts List in your CRM has been redesigned to provide a more modern and efficient management experience. This update is available for agencies

Organize Prospects with Custom Categories

Organize Your Prospects with Custom Categories Effectively managing a large list of prospects is essential for sales success. The CRM's Prospecting Tool now includes a powerful categorization feature,

Enabling and Using Prospecting in Sub-Accounts

Why Use Prospecting in Sub-Accounts? Prospecting at the sub-account level unlocks advanced lead engagement and automation capabilities that are not available at the agency level. While agency-level pr

Adding File Attachments to Documents and Templates

Overview You can enhance your documents and email templates by attaching files. This feature allows you to include images, PDFs, or other supported files directly within a document or template. When t

How to Use the WhatsApp Business Onboarding Checklist

What Is the WhatsApp Business Onboarding Checklist? The WhatsApp Business Onboarding Checklist is a guided tool designed to help you activate and explore essential WhatsApp features integrated with yo

Choosing a Listings Management Engine for Your Agency

Choosing Your Listings Management Engine Your CRM platform offers a powerful local listings product for your clients. To power this service, you must select a backend listings management engine. This

Understanding Rolling Notifications for Snapshot Pushes

What Are Rolling Notifications? Rolling notifications are a system feature that organizes the in-app alerts you receive when pushing a snapshot to multiple sub-accounts. Instead of sending a separate

Manage Your Google Business Profile Within CRM

What is Google Business Profile Management? Google Business Profile Management is a feature that allows you to control and improve your business listing on Google directly from your CRM platform. Inst

Keyword Research and Rank Tracking in CRM SEO

Keyword Research: Discover SEO Opportunities The Keyword Research tool helps you uncover valuable keyword ideas for your SEO strategy. It provides metrics such as search volume, difficulty, and cost-p

Manage Your Communities and Courses with Studio

What Is Studio? Studio is a centralized management hub within your CRM that brings all your communities and courses into a single, streamlined workspace. It eliminates the need to navigate through mul

Configure Default Naming for New SaaS Sub-Accounts

As an agency, you can now define a default naming convention for all new SaaS sub-accounts created through your CRM. This setting allows you to automatically name accounts using either the customer's

Adding Multiple Review Links to Email Templates

What Are Multiple Review Links? The Multiple Review Links feature allows you to include several review platform links within a single email template in your CRM's Reputation Management section. This l

Creating and Using Custom Metrics for Dashboard Reports

Understanding Custom Metrics Custom Metrics are a powerful feature within your CRM that allow you to define and track the specific key performance indicators (KPIs) most important to your business. Th

Control How Recipients Sign Documents and Contracts

About Signature Type Controls You can manage the signing experience for your documents and contracts by specifying the allowed signature methods. You can restrict recipients to drawing their signature

How to Personalize Review Requests with Custom SMS Templates

Overview Custom SMS templates within the CRM's Reputation Management feature provide a powerful way to send automated, personalized review requests to your contacts. This guide will walk you through s

Using the Snapshot Asset Viewer

What is the Snapshot Asset Viewer? The Snapshot Asset Viewer is a tool within your CRM that allows you to inspect the contents of a snapshot before you decide to load, share, or import it. By clicking

Integrate a Chat Widget with Your Client Portal

What Is Chat Widget Integration? Enhance your Client Portal with real-time support by integrating a chat widget. This feature allows you to enable a single chat widget across individual child apps—suc

Configure Default Naming for New SaaS Accounts

This guide explains how to set a default naming convention for new sub-accounts created through your SaaS offering. By defining this upfront, you can ensure new accounts are named consistently, improv

Creating and Sending Branded Listings Analytics Reports

What Are Branded Listings Analytics Reports? Branded Listings Analytics Reports are professional, client-ready summaries that showcase your agency’s performance data from Listings. You can fully custo

How to Bundle Marketplace Apps into Your CRM SaaS Plans

What Is Bundling Marketplace Apps in SaaS Plans? Bundling Marketplace apps in your CRM SaaS plans allows you to include approved third-party applications directly within your subscription packages. Wh

Displaying Custom Field Data in Sub-Account Dashboard Tables

You can now include your custom contact and opportunity fields as columns within the table widgets on your sub-account dashboards and reports. This allows you to build a more personalized view that hi

Business Profile Settings - Business Physical Address

Your business's physical address is a vital part of your Business Profile. It can be used for verification purposes and appears in custom fields and values across messages, social posts, email campaig

Configuring Your Business Information

About Business Information The Business Information section of your CRM profile is where you define key details about your organization, such as its legal structure, industry, official registration nu

Configuring General Business Information in Your CRM

The General Information section is the cornerstone of your business profile within the CRM. It defines your brand identity and core details that populate features across the entire platform, from auto

Business Profile Settings

What Is the Business Profile? Your Business Profile is the central place in your CRM sub-account where you define your company’s core information and configure account-wide settings. Properly setting

Business Profile Settings - General

The General section of your Business Profile contains critical settings that affect data quality, scheduling, and deliverability across your CRM. Review each option carefully to ensure alignment with

Managing Legacy Features in Your CRM

About Legacy Features Your CRM platform is continuously updated with new tools and improvements. Over time, some older features are replaced by more powerful and modern alternatives. These older featu

Agency Control Over Daily Usage Limits for Apps

About Agency Control Over Daily Usage Limits This feature allows agency owners and administrators to set daily usage caps for applications in the CRM Marketplace that charge based on usage. By establi

Services - Overview & Getting Started

Overview of Services Services is an advanced booking and scheduling tool built for businesses that provide services. It offers a more powerful and flexible way for your clients to manage appointments,

Understanding Your Profile Progress Tracker and Health Score

What Is the Profile Progress Tracker and Health Score? The Profile Progress Tracker and Health Score are tools within your CRM that help you manage and optimize your business’s online presence. They p

Membership Credential Preview

The Membership Credential Preview provides a modernized experience for viewing, sharing, and downloading certificates earned through your CRM's membership programs. This updated interface offers a cle

How to Submit In-App Translation Feedback

What Is the Translation Feedback Feature? The Translation Feedback feature enables Agency Owners and Administrators to report unclear or incorrect translations directly from the CRM interface. Instead

Send CRM Documents and Contracts via SMS

The SMS delivery option for Documents & Contracts enables you to reach clients quickly and reliably. This article explains how to configure global defaults, create SMS snippets, send documents individ

Capture Feedback and Automate Follow-Ups with the Decline Documents Feature

When a client decides not to move forward with a proposal or agreement, the Decline Documents feature in your CRM provides a structured way to capture their feedback. This action updates the document'

Share Marketing Audit Reports in Multiple Languages

What is Multilingual Report Sharing? Multilingual Report Sharing enables you to deliver your Marketing Audit Report to prospects in their preferred language. This feature translates the web-based repo

Bulk Eject Sub-Accounts

What Is Bulk Eject? The Bulk Eject feature enables agency owners to transfer multiple sub-accounts into new, independent agency accounts in one streamlined operation. This saves significant time, redu

Canceling Resold Add-On Subscriptions

Overview Your CRM allows users within subaccounts to independently review and cancel resold add-on subscriptions directly through the billing interface. This self-service capability reduces reliance o

Setting Up Custom SaaS Subscription Pricing for Specific Clients

What Are Custom SaaS Subscription Prices? Custom SaaS subscription prices allow you to offer unique pricing to individual clients without altering your standard SaaS plans. This feature is ideal for p

How to Dismiss Missing Information Alerts on Entity Profiles

About Dismissing Missing Information Alerts You can now dismiss alerts for missing information fields on entity profiles that are not relevant to your business. This feature helps you customize which

How to Change a SaaS Plan's Category and Level

Changing a SaaS Plan's Category and Level This article explains how to reorganize your CRM's SaaS plans by modifying their category assignment or hierarchical level within the system. Step 1: Access t

Contextual In-App Nudges in LaunchPad

What Are Contextual In-App Nudges? Contextual In-App Nudges are an intelligent feature within your CRM's LaunchPad that provides timely guidance when you need it most. If you pause or seem stuck durin

Extended Template Library Access for Agency Admins

What is Extended Template Library Access? Extended Template Library access is now available for agency administrators on the $97 and $297 plans. This feature allows you to browse the Template Library,

Using the Template Library for Branded Review Request Emails

Overview The Template Library feature for review request emails provides two powerful ways to create professional communications. You can build an email completely from scratch for maximum customizati

Configuring Plan Downgrade Options for Your Clients

Give your clients the ability to manage their own subscription changes while maintaining control over the process and protecting your revenue. The downgrade configuration tools in your CRM allow you t

Using Rich Text Formatting in Notes and Tasks

Enhance Your Notes and Tasks with Rich Text Formatting Rich Text for Notes and Task Descriptions allows you and your team to format text within the CRM using tools like bold, italics, lists, and hyper

Understanding Drip Mode for Bulk Actions

What Is Drip Mode for Bulk Actions? Drip Mode allows you to execute bulk actions—such as sending messages or updating contact data—in controlled, timed batches rather than all at once. By distributing

Using Global Custom Colors for Brand Consistency

What Are Global Custom Colors? Global Custom Colors are a centralized palette of brand colors that you can define and manage from your CRM's settings. Once saved, these colors appear as reusable swatc

Understanding Snapshot Version Management

What is Snapshot Version Management? Snapshot Version Management is a feature within your CRM that automatically tracks changes to your account snapshots. Every time you refresh a snapshot, the system

Modify Plan Category and Level in SaaS Configurator

Overview The SaaS Configurator in your CRM allows you to reorganize your subscription plans without affecting active customer subscriptions. You can move plans between categories or adjust their posit

Manage In-App Banners

What is In-App Banner Management? Banner Management is a feature within your CRM's Agency Settings that lets you centrally control the informational and promotional banners that appear throughout the

Built-In Image Editor in the Media Library

What is the Built-In Image Editor? The built-in image editor is a tool available directly within your CRM's Media Library. It provides a convenient workspace for making quick edits to your images with

Using the Prospecting Tool's Interactive Heatmap for Local SEO Analysis

About the Interactive Heatmap Feature The Prospecting Tool's Local SEO Audit feature includes an interactive heatmap that provides a visual analysis of local search visibility. This tool allows you to

Managing Sub-Accounts with the Tabular View

What is the Tabular View for Sub-Accounts? The Tabular View transforms your Sub-Accounts list from a card-based layout into a structured table. Each sub-account appears as a row, with columns displayi

Navigating the Courses Dashboard

The Courses Dashboard provides a comprehensive overview of your educational products, offering real-time insights into enrollment, revenue, and learner engagement. This centralized hub helps you monit

Customize Template Library Filters for Sub-Accounts

Simplify Your Template Library As an admin, you can streamline the template browsing experience for your sub-accounts by controlling which Types and Tags appear in their Template Library. By hiding ir

Import FirstPromoter Campaigns, Affiliates, and Commissions

About the FirstPromoter Import Tool The FirstPromoter guided import is an API-based tool that allows you to migrate your affiliate programs directly from FirstPromoter into your CRM. This process conn

Create and Edit Rental Listings

Overview of Creating and Editing Listings Rental listings are the core elements of your rental management system. Each listing represents an item available for rent, such as a vehicle, property, or eq

Working with Snapshots in the New Design System

The Snapshots feature now uses the CRM's modern design system, providing a faster, more consistent experience for managing your template snapshots. This update brings improved navigation, unified styl

Using the Template Library for Custom Reports

What is the Custom Reports Template Library? The Custom Reports Template Library is a built-in collection of professionally designed report layouts available within your CRM. Instead of creating repor

Using Custom Objects in Dashboard Widgets

Visualize Your Custom Data Your CRM allows you to track information unique to your business using Custom Objects. These can represent anything from service cases and project milestones to inventory it

Set Up WhatsApp for Internal Notifications

What Are WhatsApp Internal Notifications? WhatsApp Internal Notifications allow your team to receive real-time updates directly in WhatsApp for events that occur within the CRM. This feature adds What

Understanding Custom Objects and Their Limits

What Are Custom Objects? Custom Objects allow you to define new record types tailored to your business needs, extending beyond standard CRM entities like contacts or opportunities. You can create obje

Audit Logs

Understanding the CRM Audit Logs Audit Logs serve as the definitive record of activity within your CRM account. They provide a timestamped history of actions, detailing who performed them and in which

Configuring Taxes and Processing Fees for Services

About Taxes and Processing Fees Your CRM allows you to add manual taxes and custom processing fees to your calendar-based services. This feature helps you present clear, itemized pricing to customers

Using Global Custom Colors for Brand Consistency

What Are Global Custom Colors? Global Custom Colors are centrally managed brand colors stored in your CRM's Global Settings. These colors are synchronized across your entire account, meaning any chang

Host Live Meetings and Broadcasts with Go Live in Communities

What is Go Live in Communities? Go Live is a built-in feature that allows you to host real-time video and audio sessions directly within your CRM's Communities. You can use it to conduct interactive m

How to Customize Standard Object Names in Your CRM

Understanding Standard Object Renaming Your CRM platform allows administrators to customize the names of standard objects—Contacts, Opportunities, and Companies—to better align with your organization'

Enforcing Unique Values in Custom Object Fields

About Unique Fields for Custom Objects The unique field feature lets you prevent duplicate data in your CRM. When you mark a custom object field as unique, the system ensures no two records can share

Live Streaming and Video Calling

What is Live Streaming & Video Calling? Bring real-time video communication directly into your CRM with integrated live streaming and video calling features. This solution provides Interactive Video R

Live Video Streaming Technical Specifications

This article outlines the technical requirements and recommended settings for broadcasting live video within your CRM's Communities and Courses feature. Recommended Streaming Configuration For optimal

Setting Up Automatic Newsletters for Communities

What Are Automatic Newsletters? Automatic Newsletters for Communities allow you to send recurring, curated updates and announcements to your community members automatically. These messages help keep y

Tagging Courses in Community Posts and Comments

What Is Course Tagging? Course tagging allows you to reference specific courses directly within community posts and comments. By typing a hashtag (#) and selecting a course from the searchable list, y

Using Dashboard Summary AI for Instant Insights

Understanding Dashboard Summary AI Dashboard Summary AI is an integrated analysis feature that automatically scans your CRM dashboard and produces a clear, written overview of important trends, growth

Attaching Images to Review Requests

Overview Enhance your review requests by attaching real-world photos, such as before-and-after images, directly from your CRM. Adding visual context helps customers remember the results you delivered,

Using Google Analytics Widgets in Dashboards and Custom Reports

What Are Google Analytics Widgets? Google Analytics Widgets are ready-to-use data components that display Google Analytics 4 (GA4) metrics directly within your CRM. Once you connect your GA4 property,

Understanding SaaS Analytics and Monthly Recurring Revenue (MRR)

What is the SaaS Analytics Dashboard? The SaaS Analytics tab is a feature available exclusively to agencies on the Pro plan ($497). It provides a centralized view of your key subscription metrics, all

Using the Food & Healthcare Listings Add-Ons

What Are the Food & Healthcare Listings Add-Ons? The Food & Healthcare Listings Add-Ons are specialized upgrades for the CRM's standard Listings feature. They transform a basic business listing into a

Video Testimonials - Collect and Showcase Customer Videos

What are Video Testimonials? Video Testimonials is a feature within the Reputation Management section of your CRM that enables you to gather video reviews from your customers. You create a branded Vid

Listings Self Service Onboarding

What is Listings Self Service Onboarding? Listings Self Service Onboarding is an interactive, step-by-step guide within your CRM's Listings dashboard. It is designed to help new users quickly complete

Control Commenting on Your Community Posts

About Comment Control in Communities Within your CRM's Communities feature, you have the ability to decide whether members can comment on the posts you create. This gives you full control over engagem

Adding and Managing Offline Reviews

What Are Manual Reviews? Manual Reviews allow you to add customer feedback collected from offline sources or platforms not integrated with your CRM. This includes reviews received through paper forms,

Using Course Assessment Emails to Streamline Course Communication

What Are Course Assessment Emails? Course Assessment Emails are automated notifications sent by the CRM when learners submit quizzes or assignments, receive grades, or post comments on course content.

WhatsApp Audit Logs

What Are WhatsApp Audit Logs? WhatsApp Audit Logs are a feature within your CRM that provides a detailed record of changes made to your WhatsApp Business configuration at the sub-account level. Each l

SaaS Transition Playbook for Marketing Agencies

The SaaS Transition Playbook for Marketing Agencies For marketing agencies looking to transition to a SaaS model, the focus shifts from providing direct services to architecting scalable growth system

Packaging Add-Ons Within Your Agency's CRM Plans

Understanding Add-On Billing for Your Plans When you create subscription plans for your clients using the CRM platform, you can include various paid add-ons to enhance their experience. It is essentia

Reassigning an Affiliate's Linked CRM Contact

Reassigning an affiliate's linked contact record is a process used to correct the connection between an affiliate and a specific contact in your CRM. This is typically necessary when duplicate contact

Using the Integrated Onboarding for Snapshots

What is Integrated Onboarding for Snapshots? The Integrated Onboarding Experience is a guided, in-app learning layer within the CRM's Snapshot module. It helps new users understand essential Snapshot

How to Schedule Automated Performance Reports for Business Listings

About Performance Recap Reports Performance Recap Reports are automated, branded summaries that provide your clients with a clear overview of their online business listing performance. These reports c

Managing Listing Sync Priority with Force Sync

Understanding Force Sync Force Sync is a manual tool within the CRM's Listings feature that allows you to prioritize and expedite business listing updates that may be delayed or stuck. Instead of wait

Mandatory Two-Factor Authentication for Phone Number Updates

About Mandatory 2FA for Phone Number Updates To enhance the security of your account, the CRM now requires you to complete a two-factor authentication (2FA) step any time you change the phone number a

Understanding the Agency Dashboard Summary Tab

The Agency Dashboard provides a consolidated view of your business performance, with the Summary tab offering key financial metrics. This tab calculates its Revenue and Monthly Recurring Revenue (MRR)

Understanding the Enhanced Listings Audit in Reports

What Is the Enhanced Listings Audit? The Enhanced Listings Audit is a feature available in Marketing Audit Reports and Prospecting Reports that evaluates how consistently a business's information appe

Using Snapshot Load Retry

What is Snapshot Load Retry? Snapshot Load Retry is a feature in your CRM that allows you to re-attempt a failed snapshot push for specific sub-accounts without having to start the entire process over

Prospecting Widgets: Multi-Language Support

Multi-Language Support for Prospecting Widgets Prospecting widgets now fully support multiple languages. All system-generated text—including field labels, validation messages, buttons, email content,

Customize Navigation Tabs in Community Groups

About Custom Navigation Tabs As a group administrator, you can customize which navigation tabs appear to members within your Community Groups. This allows you to create focused spaces tailored to spec

Managing Private Courses and Member-Specific Access in Communities

Overview Member-Specific Course Access is a feature within Communities that gives administrators precise control over which individual members can view and participate in specific courses. This includ

Audit and Fix Consent Text Across Your CRM Assets

This guide explains how to scan your lead-capture assets for compliant consent language, review issues efficiently, and apply standardized consent text in bulk where necessary. You will learn where to

Managing Duplicate Suppression in Listings

What Is Duplicate Suppression? Duplicate Suppression in CRM Listings helps you identify and manage duplicate online listings across directories such as Google, Bing, and Apple Maps. This feature detec

Importing Custom Object Records in Bulk Using CSV Files

Overview of Bulk Import for Custom Objects Bulk import allows you to add or update large numbers of Custom Object records at once by uploading a CSV file. This method is ideal for initial data migrati

Using Notes in Custom Objects

Overview Notes are a powerful tool for capturing essential details, updates, and internal communications directly within your CRM. This feature now extends to your Custom Object records, allowing you

Configuring Taxes for Your Rental Listings

Overview This article explains how to set up and manage taxes for your rental listings within the CRM. Applying taxes ensures your booking totals are accurate and transparent for customers, and that y

Using Canva Integration in CRM Media Storage

What is the Canva Integration? The Canva Integration allows you to connect a Canva account directly to your CRM Media Storage. Once connected, you can browse, edit, download, and import your Canva des

Add Prospects to a Pipeline from the Prospecting Tool

Introduction Your CRM now offers a more direct connection between the Prospecting tool and your sales pipelines. This integration allows you to add a new prospect and simultaneously create a deal for

Using Notes with Custom Objects in CRM

What Are Notes on Custom Objects? Notes on Custom Objects enable you to capture important context and details directly within your Custom Object records. This feature provides the same note-taking exp

Configure Flexible Business Hours in Listings

What Are Flexible Business Hours in Listings? Flexible Business Hours allow you to customize your business's operating schedule directly within your CRM's Listings feature. You can set multiple time i

Send Documents and Contracts via SMS

Sending Documents and Contracts via SMS You can deliver important documents and contracts to your contacts directly through text messages. This method provides an alternative to email delivery, which

Understanding and Using Prospect Statuses

What are Prospect Statuses? Prospect statuses are a feature within the Prospecting tool that allows you to track the outcome of your leads after initial contact. Instead of managing all prospects in a

Understanding Website Detection in Marketing Audit Reports

What is Website Detection? Website Detection is a feature within the Marketing Audit Reports that automatically identifies and evaluates a prospect's website. Instead of providing a simple yes or no a

How to Decline Documents in Your CRM

About the Document Decline Feature The document decline feature provides a formal process for recipients and business users to indicate that an agreement will not be moving forward. Instead of a docum

Exporting Audit Logs

What Are Audit Log Exports? Audit Log Exports allow you to download filtered activity records from your CRM into a CSV file. This feature is useful for compliance, internal reviews, and investigations

Using the Updated Course Editor for Memberships

What is the Updated Course Editor? The updated course editor provides a streamlined workspace for building and managing courses within your CRM's Memberships feature. It offers a spacious editing envi

Prospecting Free Tier in Agency Sub-Accounts

What is Prospecting Free Tier in Agency Sub-Accounts? The Prospecting Free Tier allows agencies to use core prospecting tools directly within their designated Sub-Accounts. This feature gives you acce

How to Leave a Community Group

Overview Members can now leave community groups on their own without requiring assistance from an administrator. This guide explains how to exit a group, what happens after leaving, and how administra

Announcements Builder

What is the Announcements Builder? The Announcements Builder is a tool that helps you create, customize, and schedule announcement banners that appear inside your CRM for your team members or clients.

Template Library - Marketplace Integration

What is Template Library Marketplace Integration? The Template Library Marketplace Integration connects your CRM's Template Library with the Marketplace directly. This allows you to discover, preview,

Understanding CRM SaaS Plan Label Updates (V1 and V2)

Overview of the Label Change The CRM platform has updated the labels for its SaaS plans to provide clearer distinction between plan versions. This is a change in name only and does not affect any plan

Agency Billing - Wallets & Transactions Summary

Understanding Agency Wallet Spending The Agency Wallet Summary tab provides administrators with a consolidated overview of wallet spending across all sub-accounts within your CRM platform. This centra

How to Import a Canva Design into Credentials

Importing Canva Designs into Credentials You can create certificates and badges in Canva and import them directly into your CRM's Credentials editor. This allows you to leverage Canva's design tools w

Configuring Custom Module Links with Role and Account-Based Visibility

What Are Custom Module Links with Role and Account-Based Visibility? Custom Module Links allow you to add both external and internal links directly into your CRM's navigation menu. With role-based and

New Onboarding Features: Persona and Website Selection

Overview The CRM has refined its initial setup process to create a more tailored and straightforward experience for new users. These enhancements, which include selecting a business persona and option

Custom Object Templates: Quick-Start CRM Setup

Introduction to Custom Object Templates Custom Object Templates are ready-made configurations that help you build industry-specific data structures in your CRM quickly. Instead of creating custom obje

Build Custom Metrics with Filters, Meta Ads, and Google Analytics Data

Introduction Custom Metrics in your CRM have been enhanced with powerful new features. You can now add filters directly to individual parts of your calculation formulas, and you can incorporate data f

Import Content from Another Course

What Is Importing Course Content? Importing content from another course allows you to reuse existing educational materials—such as lessons, modules, or entire course structures—without rebuilding them

Using Live Rooms for Community Events

What Are Live Rooms for Community Events? Live Rooms provide a built-in event location option within your CRM's Communities feature, allowing you to host live sessions directly from a Community Event

Using Custom Object Templates to Set Up Your CRM

What Are Custom Object Templates? Custom Object Templates provide pre-built configurations that help you quickly establish industry-specific structures within your CRM. These templates include ready-t

Control the Mandatory Profile Modal for Community Members

About the Mandatory Profile Modal The mandatory profile modal is a prompt that appears when a new member joins a Community group for the first time. When enabled, this modal requires members to upload

Deleting Multiple Company Records at Once

What is Bulk Delete for Companies? Bulk Delete is a feature within your CRM that allows you to select and permanently remove multiple Company records from the main list view in a single operation. Thi

Bulk Delete Custom Object Records

Bulk Delete allows you to remove multiple Custom Object records simultaneously from the list view. This feature helps you efficiently clean up outdated, test, or incorrectly imported records without n

Using Services and Rentals Reporting Widgets

Services and Rentals Reporting Widgets If your CRM account offers appointment services or rentals, you can access specialized reporting widgets designed for these business models. These widgets provid

Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks

The bulk delete feature enables you to remove multiple Custom Object, Company, or Task records simultaneously, streamlining data cleanup efforts. This is particularly useful after imports, deduplicati

Setting Up Pay Per Sale Commissions for Forms, Surveys, and Calendars

Understanding Pay Per Sale for Forms, Surveys, and Calendars Pay Per Sale commissions enable you to reward affiliates when a contact they refer completes a purchase after interacting with your Form, S

Monitoring Shared Snapshot Import Activity with Daily Summaries

About Shared Snapshot Import Summaries The Shared Snapshot Import Summary feature provides agencies with daily visibility into how their shared templates are being used across the CRM platform. Instea

Using the Public API to Manage Brand Voices

Overview The Brand Voice API provides a set of tools for developers to automate the creation, management, and updating of brand voices for different locations within the CRM. This allows for integrati

Blocking Rental Availability with Blocked Slots

What Are Blocked Slots? Blocked slots are a feature that allows you to mark your rental inventory as unavailable for customer bookings. This is useful for situations like equipment maintenance, intern

Understanding Agency Sub-Accounts in Your CRM

What Is an Agency Sub-Account? An Agency Sub-Account is a specialized workspace within your CRM that serves as your agency's internal operational hub. Unlike standard client accounts, it is designated

Understanding Client Performance with the Location-Level Breakdown Widget

Analyzing Client Performance in the Agency Dashboard The Location-Level Breakdown widget is a powerful tool within your CRM's Agency Dashboard designed to give you a clear financial overview of each o

How to Import Snapshots in CRM

Importing snapshots allows you to bring shared CRM configurations into your agency's snapshot library, making them available for use across multiple sub-accounts. The updated import process provides g

Using Snapshots to Copy Rental Listings and Categories

What Are Snapshots for Rental Listings and Categories? Snapshots now support copying Rental Listings and Rental Categories, enabling you to duplicate your rental configurations across multiple sub-acc

Using Company Fields Across the CRM

Overview Company fields store information about businesses, such as their name, address, industry, or any custom attributes you've added. You can use these fields as dynamic placeholders—called custom

Manage Your Purchases in CRM

What Is Manage Purchases? Manage Purchases is a centralized section within your CRM profile that allows you to view and manage all your memberships, courses, and payment history in one place. It is de

Share Meeting Recordings as Community Posts

Sharing a Recording as a Community Post Transform your meeting recordings into active discussions within your CRM's Community feature. The Share as Post function enables you to publish recordings dire

Using Organized Asset Selection for Snapshots

Understanding Organized Asset Selection The organized asset selector provides a structured, hierarchical view of your assets when creating, refreshing, or loading Snapshots in your CRM. Instead of see

Setting Up Your Subscription Service

Introduction to the Subscription Configurator The CRM includes a built-in tool for creating and selling access to your platform as a recurring subscription service. This tool allows you to define pric

How to Add Custom Contact Views to Snapshots

Reusing Custom Contact Views with Snapshots Custom Contact Views allow you to personalize the layout of the Contact Detail Page. The Snapshot feature enables you to save time by packaging these custom

How to Enable Support Access for Your CRM Account

What Is Support Access? Support Access is a security feature that allows you to grant temporary, controlled access to your CRM account for authorized support personnel. This enables them to assist wit

Tax Support for Communities

What Is Tax Support for Communities? Tax Support for Communities allows you to collect applicable taxes on paid purchases made within your community. This feature uses the tax settings you have alread

How Prospecting Creates and Organizes Contacts

When you use the Prospecting tool within a sub account, saving a prospect can automatically create and organize contacts in your CRM. This article explains the process, detailing what information is c

Understanding SMS Analytics Widgets

What Are SMS Analytics Widgets? SMS Analytics Widgets are visual tools that display your messaging data directly within your CRM's Sub-Account Dashboard or Custom Reports. They provide a live, at-a-gl

Using SLA Widgets for CRM Dashboards and Reports

Understanding SLA Widgets SLA Widgets are pre-configured analytics components that display your service-level agreement (SLA) performance data directly within your CRM sub-account dashboard or custom

Using Contacts Widgets in Dashboards and Reports

Overview Contacts Widgets provide powerful tools for visualizing and analyzing your contact information directly within your CRM dashboards and custom reports. These widgets eliminate the need for man

White-Label Desktop App Setup Guide

What Is the White-Label Desktop App? The White-Label Desktop App enables agencies to create a fully branded desktop application for their clients, compatible with macOS, Windows, and Linux. This tool

Google Ads Widgets for Dashboards and Reports

Introduction to Google Ads Widgets Google Ads widgets allow you to monitor and analyze your advertising performance without leaving your CRM. These pre-built components display key metrics like spend,

Managing Subscriptions and Cancellations in Your Account

If your account has been provided access to certain add-on services by your agency, you can view the details for these subscriptions and, in many cases, cancel them directly from your account settings

Exploring the Redesigned Communities Interface (Beta)

What Is the New Communities Interface? The Communities feature in your CRM has received a significant visual and functional update, currently available in a Beta program. This redesign focuses on crea

How to View Snapshot Load History in a Subaccount

Understanding Snapshot Load History Snapshot Load History provides a detailed record of all Snapshots that have been loaded into a specific subaccount within your CRM. This feature allows you to track