An Overview of Your Account Settings

Here are some of the basic information on your account settings, knowing which is very important to have a good base of knowledge in using the system to set up for your success. Some of the most important and foundational elements are as follows:

NOTE: You may see different options depending on your user settings.

Profile

• Logo – upload, change or remove.
• Manage personal information – name, email, phone number, etc.
• Set up an email signature
• Change Password
• User Availability
• Integrations (for Zoom and Outlook Calendar)
• Set up Calendar Configurations

Business Info

• Company information – company name, email, phone, and website.
• API Key – You can use this for Zapier and API integrations
• Call and Voicemail Settings
• Company Address
• Depreciated Features – Enable / Disable
• General settings (toggle on or off the following):

1. Allow duplicate contact
2. Allow duplicate opportunity
3. Merge Facebook Contacts by Name
4. Disable Contact Timezone

• Missed Call Text Back

My Staff

Team Management

• Add or remove users in your account. Also, you can add a personal logo for each user. Fill out basic information for each employee: name, email, and phone number. Phone extensions can be added here too.
• Set and reset passwords for each user here.
• Assign an email signature for each user (helpful for campaigns they are assigned to).
• Assign a specific calendar to the user.
• Permissions: These can be altered only if you are an admin for your account. A user will not have access to this. You can toggle on and off the various permissions for the users within your team, if you are the administrator.
• User Role: You can assign a user to be a general user or an admin. Remember, you will only have access to this if you are an admin
• Call and Voicemail settings: If the user requires a dedicated number, include an inbound Twilio number here. Setting the call time-out and uploading a voicemail recording file can also be done here.
• User Availability: default availability for each user can be set up here.
• User Calendar Configuration: if a user wants to sync their calendar in the system with a Google calendar, connect a Google calendar for them.

Teams

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

Pipelines

• Organizing the flow of leads through your CRM can be done using this section. Create pipeline stages to track your leads through different stages. For example, you may first put your leads in the prospect stage, then move them to booked call/appointment, then converted. Customize this section and the pipeline stages whichever way it makes sense for your business.

Reputation Management

• Customize your review email and SMS communication, add your review link, and customize your review widget. Capture testimonials, so long as you have your Google and/or Facebook integrated, with the widget. 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

• Manage any phone number(s) for your system, in this section.
• You can add outbound numbers, forwarding numbers, and number pools.

Calendars

• Create and manage your calendars using this section. (Refer to our other tutorials for full calendar setup specifics)
• NOTE:  “Calendar Settings” can also be accessed from the Calendars page on your main dashboard menu.
  

Integrations

• Here, you can view a list of available integrations for your system. Click “Connect” to begin the process. (To allow the integration, you may be redirected to log in to a third-party system, such as Google or Facebook). The most common integrations are 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

• Facebook integration setup is mandatory for this section to work. You can map the fields from Facebook into the system if you’re running Facebook leads and using Facebook forms. You will need to map the fields to work properly in the system.

Custom Fields

• Organize and manage your custom fields here. Create these in the form and survey builder, and they will be listed/organized here. To create/capture specific fields of information in your system, custom fields are used. 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 acquired information to be saved in a ‘field’ in their contact record. As the system is designed to capture general information, you may customize it to capture more specific information.

Tags

• To organize contacts, tags are a great way. 
• Tags can be used to sort the following: 

1. Lists of prospects vs. cold leads
2. Different groups of clients
3. Sort contacts by how they came into your system, 
4. And more...

• To trigger events in the system, Tags can be used too. Here, you can also manage your list of tags.

Custom Values

• Custom values dynamically update 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's last name so you can use the “contact last name” custom value which will auto-populate the last name. The template would read “Hello {{ custom_values.contact_last_name }} “ and the system will insert the appropriate last name.

Domains

• Here, you add in your domain(s), or web address people type into the web browser URL to visit your website.

SMTP & Mailgun Services

• Here, you can add an email, set up a forwarding address, and set up a BCC (Blind Carbon Copy) for all emails. Check out specific SMTP and Mailgun-related tutorials for more info.