Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundational elements.

NOTE: Depending on your user settings, you may see different options.

Profile

  • Upload, change, or remove a logo

  • Manage personal information, including name, email, phone number

  • Set up email signature

  • Change Password

  • User Availability

  • Integrations (for Zoom and Outlook Calendar)

  • Set up Calendar Configurations

Business Info

  • Manage company information such as company name, email, phone, and website

  • API Key: You can use this for Zapier and API integrations

  • Call and Voicemail Settings

  • Company Address

  • Enable / Disable Depreciated Features

  • General settings (toggle on or off the following):

    • Allow duplicate contact

    • Allow duplicate opportunity

    • Merge Facebook Contacts by Name

    • Disable Contact Timezone

  • Missed Call Text Back

My Staff

Team Management

  • In this section you can add or remove users in your account. You can add a personal logo for each user too. For each employee, fill out their basic information: name, email, and phone number. You can also add phone extensions here.

  • You can set and reset passwords for each user here too.

  • You can establish an email signature for each user, which can be helpful for campaigns they are assigned to.

  • You can also assign a specific calendar to the user.

  • Permissions: You will only be able to change these if you are an admin for your account. If you are a user, you will not have access to this. If you are the administrator, you can toggle on and off the various permissions for the users within your team.

  • User Role: assign the user to be a general user or an admin. Again, you will only have access to this if you are an admin

  • Call and Voicemail settings: include an inbound Twilio number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.

  • User Availability: set up the default availability for each user.

  • User Calendar Configuration: connect a Google calendar for a user, if they want to sync their calendar in the system with a Google calendar.

Teams

  • In this section you can add, edit, or remove teams (or pools) of users in your system. This can be helpful if you have a sales team and customer service team, etc. and need to differentiate between them.

Opportunities

  • This section is how you organize the flow of leads through your CRM. You can create pipeline stages to track your leads through different stages. For example, you may have your leads begin in the leads stage, then move to booked call/appointment, then member. You can customize this section and the pipeline stages however makes sense for your business.

Reputation Management

  • You can customize your review email and SMS communication, add your review link, and customize your review widget. With the widget, you can capture testimonials, so long as you have your Google and/or Facebook integrated. It can pull them up and generate the code to have them referenced on your website, calendar, funnel, or wherever you have the widget.

Phone Numbers

  • In this section you can manage any phone number(s) for your system.

  • You can add outbound numbers, forwarding numbers, and number pools.

Calendars

  • This section is where you can create and manage your calendars. Please review to our other tutorials for full calendar setup specifics.

    • NOTE: You can also access “Calendar Settings” from the Calendars page on your main dashboard menu.

Integrations

  • View a list of available integrations for your system. Click “Connect” to start the process. (You may be redirected to log in to that third party system, such a Google or Facebook, to allow the integration). Most common integrations include Google (to sync with calendar appointments), Facebook (to sync with ads), Instagram (for direct messaging), and Stripe (to sync for payments).

Facebook Form Fields Mapping

  • This section will work only if you have the Facebook integration setup. If you’re running Facebook leads and using Facebook forms, you can map the fields from Facebook into the system. You will need to map the fields to work properly in the system.

Custom Fields

  • Here you can organize and manage your custom fields. You can create these in the form and survey builder, and they will be listed/organized here. Custom fields are used to create/capture specific fields of information in your system. If you work in a specific niche or industry and have your contacts fill out a form with specific information related to their health, income, etc. you may want that captured information to be saved in a ‘field’ in their contact record. Since the system is designed to capture general information, you can customize it to capture this more specific information.

Tags

  • Tags are a great way to organize contacts. Tags can be used to sort lists of prospects vs. cold leads, different groups of clients, sort contacts by how they came into your system, and more. Tags can be used to trigger events in the system. Here, you can manage your list of tags.

Custom Values

  • Custom values are dynamically updating mini codes you can use in email templates, triggers, SMS, and more to pull in information. For example, you may want to have an email that pulls in the contact first name so you can use the “contact first name” custom value which will auto-populate the first name. The template would read “Hello {{ custom_values.contact_first_name }} “ and the system will insert the appropriate first name.

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