• Associations amongst Objects

    This document provides a comprehensive overview of the “Association for Custom Objects” feature, detailing how users can establish associations between custom objects and contacts or between custom objects themselves.   In This Article Creating Associations Managing Associations Associating Two Records Using One or Multiple Labels Currently we support association of…

  • Managing Tasks

    The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering, customizable views, and a more intuitive interface, managing tasks has never been easier. Feature 1 – Accessing the Tasks List View Feature 2 – Creating a new task …

  • Creating and publishing products in a location

    Overview This guide walks you through the process of creating a product in your location. By following these steps, you can add and manage products seamlessly. Steps to Create a Product Step 1: Navigate to the Product Section Navigate to Payments > Products. Click on Add Product to create a…

  • How to Set Up an E-Commerce Online Store

    TABLE OF CONTENTS What is an Online Store? Setting Up Your e-Commerce Store 1. Create and configure products to display in the Online store 2. Activating and Editing your online store on your website Tracking order submissions and payments made on the online store 3. Fulfill orders and send shipment…

  • Shipping and Delivery rates for Ecommerce Stores

    TABLE OF CONTENTS About Setting up shipping zones: Steps to Create a Shipping Zone Setup conditional Pricing on Shipping rates: Example Setup based on product weight range: Example Setup based on total order amount: Steps Notes About: We have introduced the functionality that enable e-commerce store owners to define manual…

  • How to Bulk Import Products

    Managing a large inventory can be a time-consuming task, but we makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk you through the process of bulk importing products to…

  • Troubleshooting Guide: Connecting Your Domain

    This guide will help you resolve common errors when connecting your domain to your platform. Follow the steps below to troubleshoot issues related to DNS records and domain conflicts. TABLE OF CONTENTS 1. Record Conflicts: Multiple A Records What is an A Record? When This Happens Solution 2. AAAA Record Conflict What is…

  • Interactive Voice Response (IVR) Guide – Triggers & Actions

    Seamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer experience. An Interactive Voice Response (IVR) system helps automate call handling by guiding callers through pre-recorded prompts and directing them to the right department or action without human intervention. In this…

  • LC WordPress Plugin | Fixing Cron Jobs/Crashing Issue

    For Resolving the LC Plugin creating too many cron jobs/crashing your website please follow the steps provided below. Step 1 –   Deactivate the LC plugin by going to Plugins -> Installed Plugins. Skip if already in Inactive state. Step 2 –  Download the leadconnector-cron-fix plugin by clicking here (…