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Support

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Latest activity by Support
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    Support created an article,

    Connecting Authorize.net

    Authorize.Net Integration For all your payments to be easy, safe and affordable CRM integrates with the advanced payment gateway Authorize.Net. For instance: Consider the Invoices App. This post wi...

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    Support created an article,

    Setting up a Brand and Approving Messaging for SMS Sending

    To send SMS messages via the CRM, you'll need to set up a brand with Nexmo/Vonage, and have your messaging approved by carriers. This process can take up to a month, so please prepare accordingly. ...

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    Support created an article,

    WebOS Version Updates

    Updates and versions are in chronological order:   Date: January 20, 2023 Version: 1.0.6 Updates: Patch for business dropdown fix Patch for billing management fix Update to financial reporting dat...

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    Support created an article,

    E-Signature Setup

    The CRM has an eSignature service that enables users to get the documents signed anywhere, anytime. The CRM uses integration with Sign.co to get the documents signed securely. To utilize this servi...

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    Support created an article,

    Professional Profile Getting Started

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    Support created an article,

    Personal Profile Getting Started

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    Support created an article,

    Personal Profile Getting Started

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    Support created an article,

    WebOS Terms of Use

    Effective September 21, 2022 These Terms of Service reflect the way WebOS operates as a business and the laws that apply to our company. As a result, these Terms of Service help define WebOS’s rela...

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    Support created an article,

    WebOS Privacy Policy

      Updated: September 21, 2022   When using WebOS, you’re putting your information in our hands – and we take that very seriously. This Privacy Policy is developed to help you understand what we col...

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    Support created an article,

    Professional Profile Getting Started

    Watch this quick video on how to set up your professional profile on WebOS