Setting up your company Data
Step 1: Claim or Create Your Google Business Profile If your spa already exists on Google Maps, claim the listing. If not, create one from scratch. Step 2: Verify Your Listing Google will ask you to verify your listing. You may receive a: Once verified, you’ll gain access to the Google Business dashboard to make […]
Navigating Guide (Menu, Icons, Modules)
What Are Categories in the Navigation Menu? Creating categories in your navigation menu means grouping related menu items under a single parent item, forming a drop-down menu. This allows you to structure your navigation for clarity and efficiency. In HighLevel, this is done with a simple drag-and-drop indentation method inside the Navigation Menu element. Key […]
First Step after Login
First Steps to Take Once You Become a Asante PowerCRM Affiliate Congratulations! You are a Asante PowerCRM affiliate! As an affiliate, you will make a 40% commission on every referral you bring in that signs on to Asante PowerCRM. You can make a commission on every Asante PowerCRM subscription plan, including the Starter $97 plan, […]
Dashboard overview
In this article, we’ll go through the reputation overview dashboard and explain each section and what it achieves. This can be found within a sub-account’s Reputation > Overview tab Covered in this article: What you need to know before continuing with this article: What you need to know before continuing with this article: You can […]
Adding users and Teams
In this guide, we’ll explain how to manage users within your developer account using our Role-Based Access Control (RBAC) system. This feature allows you to add users to your marketplace account and assign them appropriate roles with specific permissions. Understanding Roles and Permissions Our RBAC system categorises developer users into three roles: Owner, Admin, and […]
Tags
Key Benefits of Adding Tags to Multiple Contacts Bulk tagging is a powerful CRM operation that can streamline segmentation, personalization, and automation setup. Here are key advantages: Setting Up Add Contact Tag Bulk Operation This section walks you through the exact process of applying tags to multiple contacts from the Contacts page. Navigate to the […]
Smart Lists
Why Use Smart Lists? What are Smart Lists? A Smart List is a dynamic contact list in AsantePower CRM that updates automatically based on predefined filters and conditions. Unlike static lists, which remain unchanged unless manually updated, Smart Lists continuously adjust as new contacts meet (or no longer meet) the specified criteria. It allows users […]
segments
What are pre-built segments? Pre-Built Segments are predefined groups of contacts that allow you to quickly target specific audiences based on their engagement with your emails. Instead of manually sorting through contacts, these segments automatically categorize your audience based on key behaviors, such as recent interactions or lack of engagement. For example, you can use […]
Duplicate Management & Data Hygiene
What is the Duplicate Contact Management & Merge Tool? AsantePower CRM’s Duplicate Management & Merge Tool scans your entire Contacts list for identical or near-identical records, groups them, and lets you merge up to ten contacts into one “master” record without losing notes, tasks, tags, emails, or custom fields. Key Benefits of Duplicate Contact Management […]
Custom Objects (e.g., custom fields, data structures)
What is a Custom Object? Custom Objects let you define brand-new record types—each with its own fields, associations, and automations—so your CRM mirrors your real-world processes. They’re ideal when standard objects aren’t enough (e.g., tracking a “Property” with MLS, Bedrooms, Status; or a “Pet” with Breed, Vaccinations). After you create an object, you can use […]
