Account Settings
11 articles
1 min read · Video
Custom Values
Custom Values
1 min read · Video
Email Signatures
Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns.
1 min read · Video
Signatures
This video shows how to add a signature field to your forms. Any signatures will be saved to the contacts record as part of their form submission.
1 min read · Video
SendGrid Account Setup and Connection
This video shows how to create and connect your SendGrid account for email sending.
3 min read
Media Library (2024)
This guide provides comprehensive instructions on how to navigate and utilize the new Media Storage feature across FunnelStreams. If you need to manage your media files more…
1 min read
Automatic Associations for Activities
Control which related contacts, opportunities, companies, and custom object records automatically get a copy of new activities like emails and calls.
1 min read
Business Profile: Authorized Representative
Add the real person who can speak for your business during compliance checks such as text messaging (A2P 10DLC) registration.
1 min read
Email Signatures: Setup and Custom Values
Create your personal email signature, choose when it's added automatically, and insert it anywhere with a custom value.
1 min read
Manage Your Notification Settings
Choose which events notify you, including live chat and other conversation alerts, and whether alerts come by in-app, desktop, email, mobile, or SMS.
2 min read
Manage Users, Roles, and Permissions
Add, edit, and remove users, choose Admin or User roles, set permissions, and limit what each person can see with Only Assigned Data.
1 min read
Set Up an Authenticator App for Two-Factor Authentication
Protect your login with codes from an authenticator app like Google Authenticator, Microsoft Authenticator, or Authy, and keep your backup codes safe.