Introduction

Welcome to our Knowledge Base! Here, you will find material to help you navigate our platform. Whether you’re just getting started with the platform or are looking to deepen your understanding, the Knowledge Base is your go-to resource. This hub contains many articles and step-by-step guides to help you make the most out of every feature. We’ve got you covered if you’re troubleshooting an issue or exploring advanced functionality.

Beginner’s Guides

New to the platform? No worries! We have tons of overviews that will help you understand the basics of the platform. With articles like:

— General CRM Overview

— Settings: Integrations — Dashboard Overview

How-To Articles

Each section contains detailed, step-by-step instructions for a wide range of tasks. From managing user permissions to customizing your dashboard, you’ll find guides to help you become proficient with the software. Examples include:

— How To Send & Schedule Emails with Email Campaigns — Setting Up Sub-Domains — How to Reset Your Password Through My Profile & My Staff

Troubleshooting & FAQs

Have a question or encountered a problem? Many of our articles contain troubleshooting tips. We address common issues and provide solutions to help you get back on track. We’ve also compiled answers to frequently asked questions (FAQs).

Advanced Features

Ready to unlock the full potential of the platform? Our Knowledge Base dives into more sophisticated tools and capabilities ready for you to explore as you make your way into the platform.

Stay Updated

We regularly update the Knowledge Base with new articles as we add features and enhancements to the platform. Be sure to check back often for the latest updates and best practices.

With the Knowledge Base, you’ll always have the resources you need at your fingertips. Dive in and start exploring today!

Guides

Learn the basics and get up to speed with our platform.

Reference

Understand our business processes and workflows.