Try for Free

FAQs

General

How do I add/delete a user?

How do I change my password?

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

CRM / Contact Manager

How do I add a contact in DirectLync?

How do I categorize my Contacts?

What is the difference between contacts, organizations, and groups?

How do I add a child group?

How do I manage custom fields?

How to import my contacts?

What is an opportunity?

What are tasks?

What is a sales pipeline?

What is contact score?

Can I customize my CRM dashboard?

How do I schedule a new activity?

What is a public group?

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?

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?

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?

Galleries: How do I add/delete images in my gallery?

Blogs: Can my blog have images in it?

Events: How do I create an event?

Events: How do I clone an Event?

Reports & Insights

How do I run a report?

Why can't I see historical data in my reports?

Have more questions?

Contact Support

Thank you We appreciate you contacting us! We try to respond as soon as possible, so we will be in touch shortly!