FAQs
Answers To Common DirectLync Questions
General
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?
What is a bounce flag and how can I remove it from a contact?
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?
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?
How do I become an admin of my Facebook page?
How can I make my Instagram a business account?
How do I shorten a link in a social post?
Can I export contacts from Facebook?
Why can't I add my social media account to DirectLync?
How do I add a carousel of images?
Email Marketing
How can email marketing A/B Tests help my small 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?
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?Â
How do I set up resending to non-opens?
What is a bounce flag and how can I remove it from a contact?
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?
Forms: How do I add form submission statuses?
