FAQs

How do I add/delete a user?

Billing: How do I update my billing information?

Billing: How do I cancel my plan?

What do the different colored dots represent on the scheduled activity dashboard?

How do I add a contact in DirectLync?

How do I categorize my Contacts?

How do I manage custom fields?

How to import my contacts?

What is a CRM?

What is an opportunity?

What are tasks?

What is a sales pipeline?

What is a contact score?

Can I customize my CRM dashboard?

Why can't all users see the social accounts I added?

How do I remove a social account?

Where can I view my saved social media drafts?

How can I schedule Instagram posts using DirectLync?

What's the difference between a Facebook profile and a business page?

How do I set up a Facebook page for my business?

What happens if an email bounces?

What happens if a contact unsubscribes?

How do I clone an email?

How do I stop a scheduled email or social post?

How do I add video to my email?

What is time-based automation?

Pages: How do I update metadata?

Forms: How do I add a form to my website?

Forms: Can I be directly notified when a lead comes through my website?

Forms: Can multiple people be notified when a lead comes in?

Blogs: Can my blog have images in it?