Avoiding Call Loops when routing calls to Internal Phone Numbers
Coming soon
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Account Tax ID Guide
- January 16, 2026
- admin_wiki
Tax ID numbers have to be updated by all customers worldwide to ensure we are meeting our tax obligations. Here’s a quick guide to update the Tax information for your account. Value Added Tax (VAT)If your organization is located within the European Union, Norway, Turkey, or the United Kingdom, Value-added…
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Workflow action: Generate Marketing Audit Report
- admin_wiki
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you can instantly enrich new contacts, understand their online presence,…
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Connecting Google account with CRM
- January 10, 2026
- admin_wiki
Connecting your Google account to CRM allows you to GBP, Media storage, ads manager directly from your CRM. This guide walks you through how to connect your Google account, what permissions are required, and how to confirm the integration is working properly. How to Connect / Disconnect From the Sub-account,…
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How to get your phone number A2P approved in 2026
- January 8, 2026
- admin_wiki
A2P 10DLC registration is a process used by U.S. cellular carriers (e.g. Verizon, AT&T, T-Mobile, etc) to verify who is sending SMS (text messages) and what is being sent to their customers. This helps ensure your contacts are receiving message they actually want to receive. Follow these guidelines to avoid…
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Creating and Editing Custom Objects
- December 23, 2025
- admin_wiki
Create and manage Custom Objects to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across the app, how to set them up step-by-step, plus FAQs and links to related features such as SmartLists, Workflows, and Dashboards. TABLE OF CONTENTS…
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Getting Started with Custom Objects
- admin_wiki
Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities. They’re ideal when your CRM needs to reflect real-world entities, relationships, or processes unique to your business. Admins can define Custom Objects from Object Settings, then add custom fields, set up associations,…
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Workflow Actions: Generate Marketing Audit Report
- December 18, 2025
- admin_wiki
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you can instantly enrich new contacts, understand their online presence,…
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Opt-In Methods & Their Compliance Requirements
- admin_wiki
Overview To comply with A2P 10DLC regulations and ensure successful campaign approval, all SMS communications must be backed by valid, explicit, and documented consent. Carriers require proof showing how contacts opted in and where the consent was collected. Generally, an opt-in message must clearly state that customers consent to receive…
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DMARC Validation Feature – Understanding and Fixing Email Authentication Alerts
- December 16, 2025
- admin_wiki
TABLE OF CONTENTS Email Sender Validation Feature – Complete Guide Why We Released This Feature Three Validation Cases We Check Case 1: No DMARC Record Found Solutions for Case 1 Case 2: Invalid DMARC Record Format Solutions for Case 2 Case 3: Domain Mismatch Solutions for Case 3 Troubleshooting Common…