Support Center

The services and features a User has access to, is defined by their Service level. There are 4 different Service Levels: Lead ManagerLead Managers have full CRM access to manage leads. Account AdminThe Account Admin is a special type of … Continued

In addition to capturing leads from your website, there are many ways to add leads to your CRM. If you need assistance importing leads in bulk, please contact us. Supported methods to add or import leads include: Add a lead … Continued

The Video Library is part of the Business Center feature for office accounts. Step-1: Add Video Series A Video Series must be created first. Videos are then uploaded to a Series. To add a Video Series click the “Add New … Continued