FAQs

General

General

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 to Whitelist DirectLync's Sender / Domain
How do I invite a user?
How do I change my password?
CRM / Contact Manager

CRM / Contact Manager

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?
How do I schedule a new activity?
What is a public group?
How do I add a contact profile image?
How can I filter my contacts?
How do I add an Organization to DirectLync?
How do I merge contacts?
How do I add a child group?
What is a CRM?
How can I edit multiple contacts at one time?
How do I export my contacts?
Social Media

Social Media

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?
Why can't I add other social networks?
How can I schedule Instagram posts using DirectLync?
Email Marketing

Email Marketing

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?
How do I send an email to multiple contact groups?
What is preview text?
What is a Drip Campaign?
What's the difference between a hard bounce and soft bounce? 
How do I set up resending to non-opens?
Website Content Management

Website Content Management

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?
Events: How do I create an event?
Events: How do I clone an Event?
What is a Gallery in DirectLync?
How do I add Announcements in DirectLync?
How do I add a product to Inventory Management?
Reports & Insights

Reports & Insights

How do I run a report?
Why can't I see historical data in my reports?
Have more questions?
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You can now schedule and post to Instagram from DirectLync! Get the basics here.