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Creating a TikTok Business Page
To create a TikTok Business Account, you must first have a standard personal account, then switch it through your settings. This process is free and grants access to performance analytics and comme...
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Creating a LinkedIn Business Page
Creating a company page on LinkedIn is a straightforward process, but you must have a personal profile first. Steps to Create Your PageOpen the Business Menu: From your LinkedIn homepage, click th...
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Creating a Business Instagram Page
Here is the step-by-step process, focusing on the easiest method via the Instagram mobile app. **NOTE: You'll want to create your Facebook business page first so that you can connect your new Insta...
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Creating a Facebook Business Page
Here is a step-by-step guide to creating your Facebook business account: 1. Initiate Page CreationLog into your personal Facebook account.Click the Menu (grid icon) in the top right corner and sele...
X (Twitter) Business Account Setup
Here is a step-by-step guide to creating and setting up an X Business account based on the latest guidelines: 1. Create a New X (Twitter) AccountGo to twitter.com and click "Sign up," or create a n...
Automated Email Reports in the Social Media Tool
f you want to send automated reports to clients, management, staff, etc. from the social media tool, follow these simple instructions. 1. Find the report you want to create, or create a custom rep...
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...
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. ...
PlatypusOS 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...
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...