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Getting Started

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Mobile App

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Settings & Customization

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  • Account & Profile
    • Change or Recover Your Web Account Password
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  • Lead Fields & Display
    • Manage Display and Appearance
    • Configure Lead Table Columns
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    • Manage Custom Fields
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    • Manage Lists
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  • Messaging & Notifications
    • Configure Browser Notifications
    • Customize New Lead and Reminder Alerts
    • Configure Email Reply Settings
    • Create and Manage Message Templates in the Web Dashboard
  • Business & System Settings
    • Review Settings, Feature Logs, and Support
    • Understand the Settings Overview
    • Review System Health
    • Refresh Workspace Data in the Web Dashboard
    • Update Business Information in the Web Dashboard
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Team & Workspaces

11
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Help & Troubleshooting

18
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Messaging & Notifications

  • Configure Browser Notifications
  • Customize New Lead and Reminder Alerts
  • Configure Email Reply Settings
  • Create and Manage Message Templates in the Web Dashboard
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