Getting Started
14 articles
1 min read · Video
Start Here - General Overview
This video gives a broad overview of the capabilities of your new platform.
1 min read · Video
Account Settings
Let's get your account all set up correctly!
1 min read · Video
Connecting your Facebook Page
If you want to receive Facebook Messages (from your page) follow the steps in this video:
1 min read · Video
Conversations - Overview
his video shows you the capabilities and also how to use them within the conversations view.
1 min read · Video
Opportunities Overview
This video shows you how to use your opportunities pipeline.
1 min read · Video
Integrating Stripe
This video shows how to integrate Stripe with your account.
1 min read · Video
Live Chat Widget
This video explains how to set up and install the Live Chat widget.
1 min read · Video
How to make Phone Calls - Dialling Out
This video shows the update to the ability to make phone calls directly from your web browser!
1 min read · Video
How to add the Live Chat Widget to a Wordpress Website
This video explains how to add the Live Chat Widget to a Wordpress website.
1 min read · Video
Verify Domain In Facebook AD Account
This video shows how to verify your domain in your Facebook Ads Business Manager. This is now a required step if you intend on running Conversion Based ads. Make sure to also…
1 min read · Video
Creating a new employee
How to create a new employee, manage account access & set up calendar availability.
1 min read
Introduction to Project Management
Plan and track your team's work with spaces, lists, and tasks that link to your contacts and opportunities.
1 min read
The Marketing Area Quick Start Guide
Get started with social posting, email campaigns, templates, trigger links, and affiliate campaigns in Marketing.
1 min read
Select Your First Action During Onboarding
Pick a first goal when you set up your account and jump straight to the right tool, with it pinned in your launchpad.