CRM

Introduction

• Setting Up Email Tracking
• What is the CRM?
• Administrative Features
• Administrative Features
• User Interface
• Customization

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Starter Guide

• Adding User
• Enabling Google Gmail with Google Workspace
• Authenticating a "gmail.com" Email Address
• Connecting G-Suite to your CRM
• Connecting Outlook 365 to your CRM
• Connecting non-G-Suite or Outlook 365 Email to Your CRM

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Opportunities

• How do I Export data from Intelligence Charts?

Importing Data

• Importing Opportunities
• Importing Leads
• Importing customers into the CRM
• Importing Contacts

IMAP Email Integration

• IMAP Email Overview
• How it Works
• Setup Steps
• Email to Case
• Email to Lead

IMAP Troubleshooting

• Error with Outlook Authenticating
• How do I select Authenticated Email Address as a Sender Email?
• What is the "Authentication Failed" Error when Adding my Gmail Email?
• How do I Customize IMAP Basic Security Access in Gmail?
• Where do I Find My Synced Emails with Contacts and Customers?

Webforms

• Webform Lead Capture on Wordpress
• Adding Hidden Fields to Webforms
• Adding a Webform to Your Website - Integration to CRM

Marketing

• Creating a Targeted Email Campaign
• Creating a Target List

Integrations

• Connecting Authorize.net
• E-Signature Setup
• Webforms through Google
• Integrating Wordpress webfrom to lead
• Integrating Dropbox
• Syncing Google tasks

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Functionality

• Creating Tasks from Homepage

CRM

• Setting up a Brand and Approving Messaging for SMS Sending
• Exporting Lists in CRM (Any App)
• Adding a phone number to the CRM for SMS and voicemail.
• Cases
• Opportunities
• Contacts

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Financial

• Export Invoices in Quickbooks IIF - For Enterprise QB Users
• QuickBooks Sync - Invoice & Ledger Setup
• Expenses
• Invoices

Help Desk

• Untitled
• SLA – Service Level Agreement
• Navigation
• Cases Attributes
• Cases Dashboard
• Cases App Documentation

Project Management

• Configuration features
• Advanced features
• Sub Projects
• Project Milestones
• Billing Method
• Project Creation

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Supply Chain

• Setting Up a Recurring Supplier Invoice for a Supplier Invoice
• Setting Up Inventory Management

Mindbody Integration

• Mindbody Setup

CRM API Documents

• API Guidelines and Retrieving Variables
• Opportunities API Reference
• Contacts API Reference
• Customers API Reference
• Leads API Reference
• Cases API Reference

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