Create Live Chat Widget First things first! Creating a live chat widget is easy and straightforward. Here’s how you can quickly set up and customize your widget to perfectly match your...

Integrate Facebook & Instagram First, let’s get Facebook and Instagram working together within your CRM. This integration will be a game changer in how quickly and effectively you...

Connect Gmail or Outlook Ready to streamline your email management? Here’s how you can quickly connect your inbox: Go to Settings > My Profile > Email (2-way sync). Choose Gmail or...

Create Sales Pipeline Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started: Navigate to...

Setup Email Ensure your messages land in inboxes, not spam folders. Here’s a simple way to set up your email service: Navigate to Settings > Email Services. Click Dedicated Domain and IP...

Setup Personal Booking Calendar Your personal booking calendar is your best friend when it comes to managing appointments. Once it’s up, you’ll wonder how you ever managed without...

What are Contextual In-App Nudges? Contextual In-App Nudges (for LaunchPad) is a dynamic feature designed to detect when users stall during onboarding or activation flows. By automatically displaying...

Start From An Email Template Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it’s the foundation upon which you’ll build...

Create a Funnel Options Every great journey starts with the first step, and in this case, it’s creating your funnel. Let’s get started: Go to Sites > Funnels. Click New Funnel, then select...