CRM
Training material for CRM usage.
By Support1 author144 articles
- Dashboard Overview
- CRM Glossary
- Bulk Importing Contacts Via CSV Walkthrough
- Troubleshooting Bulk Imports Via CSV
- Categorizing Contacts With Tags (Standard Triggers)
- How To Block Inbound Calls & SMS
- Setting up QuickBooks Integration
- How To Reconnect 'Reserve with Google' For Local Service Ads
- Setting Up Stripe Integration
- Setting Up Instagram DM Integration
- Setting Up Facebook Page & Messenger Integration
- How to Integrate Your GMB into the CRM
- How To Manage Conversations
- How Do I Manage My Leads (Update Opportunities) In The CRM?
- How To Create A Pipeline
- Why Am I Not Seeing Opportunities?
- How To Send Review Requests
- How To Dispute Google Reviews & Check Dispute Status
- Reputation Management - Customize & Display The Review Widget
- How To Download Phone Call Recordings
- How Inbound Call Routing Works
- How To Set Up Voicemail For Company & Users
- Buying New Phone Numbers & Assigning Tracking Numbers To Users
- Disabling Call Recording Messages For 'One-Party Consent States'
- How to Complete Persona Verification for Phone Number Purchases
- How To Create & Add Stripe Products For Invoicing
- How To Create Invoices
- How To Create Recurring Invoices
- How Do I Invite My Team Members To The App?
- How Do I Manage My Team's Permissions & User Settings
- Can I Connect My Custom Domain With My Landing Page?
- Google Ads Reporting Troubleshoot Guide
- Understanding Attribution Traffic Sources
- How To Use Content AI For Social Media Posts & More
- Do I Get Notified For Expired Social Accounts in Social Planner?
- How to connect Instagram Business account with Social Planner?
- How to connect your Instagram Business or Creator account with your Facebook account?
- Failed Post Error In Social Planner
- How to post Recurring Social Posts through the Social Planner?
- Share your Review Post on social media using Social Planner
- How to schedule Posts in Bulk on the Social Planner (.csv file)?
- How to schedule Posts using RSS URL?
- AI Voice Agents Overview
- Creating Voice AI Agents
- Testing Voice AI Agents
- Inbound Call Flow for Voice AI calls
- Working hours for AI Employee
- Voice AI: Multi-Language Support
- Voice AI Custom Variable Support in Prompt
- Voice AI Agents Dashboard
- Idle Reminder Timer
- Twilio or Tracking Phone Number Support
- Test Call Logs visible in Voice AI Dashboard
- Updated Post Call Email Notification Options
- Test Voice AI Agent While Creating the Agent
- Number Pool Support in Voice AI Agents
- Knowledge Base Integration for Voice AI Agents
- Separate During and Post Call Actions
- Appointment Booking for Voice AI Agents
- Voice AI Custom Actions
- Managing Granular Permissions for Voice AI Agents
- Voice AI: Translation Service for Call Transcript & Summary
- How to Edit a Voice AI Agent’s Voice (200 + English Voices)
- Call Logs for Voice AI Agents
- Voice AI Outbound Calling
- Voice AI Outbound Calling Dashboard
- How To Customize Posts For Each Social Platform?
- How To Set Up Custom Notifications
- Introduction To Workflow Automations
- How to send a Regular Email Campaign (Send Now or Schedule)?
- What is A2P 10DLC?
- A2P Verification For SMS/MMS Sending (Overview)
- A2P 10DLC Brand Approval Best Practices
- A2P 10DLC Campaign Approval Best Practices
- A2P 10DLC Campaign Vetting Changes - January 2023
- Toll-Free Verification For SMS/MMS Sending (Overview)
- Why Was My Toll-Free Verification Rejected?
- How To Send Text-To-Pay Invoice Links
- Setting Up Conversation AI
- Advanced Settings Overview - Conversation AI
- Primary vs Non-Primary Conversation AI Bots
- How to Use Conversation AI in the Mobile App
- Auto-Pilot Mode
- Auto-Pilot Mode in Conversation AI for Efficient Communication
- Training Your Conversation AI Bot
- Web URLs and Links
- Conversation AI: New Query Detection Flow
- Conversation AI: Audit, Review, and Edit Crawled Website Data
- AI Prompting 101
- Bot Goals Feature : Complete Guide
- Bot Actions - Add Contact Info
- Customize your AI responses using Prompts
- AI Action Logging & Filtering in Conversations
- Auto Follow-Up Action in Conversation AI
- Conversation AI - Transfer Bot Action
- Conversation AI - Human Handover Action
- Conversation AI Bot - Workflow Action
- Conversation AI: Live Chat Channel in Workflow Action
- Update Conversation AI Bot and Status - Workflow Action
- Trigger a Workflow within Conversation AI
- Bot Status for Individual Contacts
- Guided Form Based Setup for Conversation AI
- Conversation AI Agents Dashboard
- Conversation AI: Snapshot Support - How to Snapshot Fully Configured Conversation AI Bots
- Cancellation and Rescheduling of Appointments in Form Based Bots
- Managing Granular Permissions For Conversation AI Agents
- Conversation AI Flow Builder
- Conversations AI Bots can now Respond to Images
- Conversation AI Summary and Transcript
- Conversation AI Public API
- Conversations AI Bots can now Respond to Audio
- Enhanced Prompt Logic and Step-Aware for Conversation AI Workflow Action
- Conversation AI: Multiple Calendars Support for Appointment Booking
- How To Create Invoices Via Mobile App
- How To Set Up A Funnel Event Pixel For Facebook Conversion API?
- How To Use Custom Fields?
- Inbound Call Routing - Explained
- Social Planner Content Guidelines
- How to Send Custom Review Requests in My Local Ads CRM?
- Where and How to Configure Missed Call Text Back Feature
- How to set up a dedicated sending domain within a Sub-Account
- What is a dedicated IP in LC email?
- How to Enable Email Verification
- How to Create & Manage Smart Lists
- Getting Started: Set-up Your Booking Calendar
- How to Create Service Calendars?
- Bulk Actions feature in Opportunities
- Private Integrations: Everything you need to know
- Manually Booking Calendar Appointments
- Round Robin Appointment Distribution Logic
- Round Robin Calendars: Setup, Distribution & Availability Explained
- Managing Team Member Assignment in Calendars
- How to Manage Appointments with Appointment List View
- Getting Started - Create New Contact
- Response Info for your AI message
- Voice AI Outbound Calling Compliance Checks
- Conversation AI Bot - Explained
- Troubleshooting Guide: Connecting Your Domain
- Understanding Common SMS Delivery Errors
- Troubleshooting SMS Delivery
- Best Practices for SMS deliverability and Avoiding SMS Restrictions
- How to Prevent SMS Filtering by Carriers: Error 30007
- How to Use Do Not Disturb (DND)
- Why Isn't My Password Reset Email Arriving? (Understanding Your CRM Login Setup)