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 in your settings than shown in the video.
Company Settings
Upload, change, or remove a logo
Company information, including name, email, phone number, website
API Key: You can use this for Zapier and API integrations
Setup company address
Time Zone - this will impact your triggers, appointment booking, and more
General settings (toggle on or off the following):
Allow duplicate contact
Allow duplicate opportunity
Merge Facebook Contacts by Name
Disable Contact Timezone
Team Management
In this section, you can add or remove users from 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 the campaigns they are assigned to.
You can also assign a specific calendar to the user.
In the next section, 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.
Under User Role, you can 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: Here you can 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 lets you set up the default availability for each user.
Finally, User Calendar Configuration allows you to 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.
This is where you can set up the email template for the review request function.
SMS
Similar to the email section, this is where you can set up the SMS template for the review request function.
Customize Communication
This is where you can turn on the email or SMS for reviews, so it can be sent immediately after they check-in, or show up, and you can have it repeat periodically.
Review Widget
This widget 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, landing pages, or wherever you have the widget.
Appointment Widget
This setting has moved to the calendars page. Please check out our calendar tutorials.
Pipelines
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 prospect stage, then move to booked call/appointment, then sold. You can customize this section and the pipeline stages however make sense for your firm.
Integrations
Here you can connect other systems, programs, and applications that integrate with your system. Most common integrations include Google (to sync with calendar appointments), Facebook (to sync with ads), and Stripe (to sync for payments).
Phone Numbers
Here you can add outbound numbers, forwarding numbers, and number pools.
Calendars
This section is where you can create and manage your calendars. Please review our other tutorials for full calendar setup specifics.
Templates
Here you can create SMS and email templates that can be used in campaigns. If you want to have templated, formatted communications, you can create the templates here.
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.
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 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 {{ customvalues.contactfirst_name }} “ and the system will insert the appropriate first name.
Domains
This is where you add in your domain(s), or address people type into the web browser URL to visit your website.
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.
SMTP and Mailgun Service
This is where you can add an email, set up a forwarding address, and set up a BCC for all emails. Check out specific SMTP and Mailgun-related tutorials.
