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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?

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?

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?

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