Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will......

The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a......

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......

How to Properly Set Up Time Zones (for users and leads) You always want to know that your leads are getting the right communication at......

The system uses time zones in several ways - from timing campaigns to determining appointment times in your calendar, and more. You want to ensure......

Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about......

While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect......

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a......

Here is a list of custom values you may find in your system: Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact >......