General

Speed & Performance

Are you having issues with the speed of your system? This article will help if account is running slow.

Written by Support
Updated over a week ago

Two-Factor Authentication (2FA)

You can now secure your account even more with 2FA Two-Factor Authentication, find out how.

Written by Support
Updated over a week ago

Admin Users

What are admin users and how do you add one?

Written by Support
Updated over a week ago

Record Permissions

Restrict team members access to certain records in the system

Written by Support
Updated over a week ago

Remove a system user

How can a CRM user account be removed? What happens to their assigned deals?

Written by Support
Updated over a week ago

Missing Activity Notes

If you are missing Activity Notes in the Activity Feed or can't seem to find Activities for records this article will help.

Written by Support
Updated over a week ago

GDPR Opt-In Consent Automation

Get opt-in consent from your Mailing List subscribers and remain GDPR compliant.

Written by Support
Updated over a week ago

Calendar Sync

How to import activity feed into a calendar of choice

Written by Support
Updated over a week ago

Why Can't I Open Menu Options

Struggling to select, App Settings, Web, Help or Social, you'll need to adjust your web browser aspect ration.

Written by Support
Updated over a week ago

Checklists

Discover how Checklists can simplify and foolproof your business workflows.

Written by Support
Updated over a week ago

Emojis to organize your data in your CRM

Written by Support
Updated over a week ago