The Prospecting Tool for Sub-Accounts empowers agencies to provide their sub-accounts with the ability to search for new business prospects, generate marketing audit reports, and customise prospecting efforts based on niches, location, and other preferences. This tool is particularly useful for agencies that want to: Resell prospecting services to their…
Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a smooth and successful import process. Sample File for importing or updating opportunities: Sample file Prepare Your Data Supported File Types File Preparation Requirements Please note that Opportunity import…
With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization. Enabling the Feature To enable this feature, follow these steps: Functionality Both contacts and opportunities can have different owners…
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. Creating Associations Steps to Create Associations: All current associations are many-to-many in nature. You can create upto 10 association labels…
Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence, set end dates, and manage ongoing tasks easily. TABLE OF CONTENTS Feature Details If a deleted task is restored, the recurrences…
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 …
about the Integration Store owners can now easily publish and sync their products from their Ecommerce stores to Facebook and Instagram Shop Catalogs. This enables them to sell across multiple channels and run ads directly on their catalog products. With automatic inventory sync, store owners can manage a single inventory…
About: Store owners can now seamlessly import and sync their WooCommerce store data. This new feature allows store owners to easily migrate and manage their WooCommerce store by importing contacts, orders, and transactions into sub-account. Additionally, WooCommerce store owners can leverage marketing tools, including triggers like Order Submitted Trigger and…
Integrating Shopify with your sub-account is a 2 step process: Create a Custom App in your Shopify Store Connect Shopify to your Account Step-1: Create a Custom App in your Shopify Store Before we setup integration we need to create a custom app in your Shopify store. 1.1 Login…
Step 1: Generate Live token in Shippo Generate live Token in Shippo can be accessed at: Settings > Advanced > API > Live Token Step 2: Setting up Package template & Shipping options in Shippo 2.1. Setting up Package Template in Shippo: 2.2. Setting up Shipping origin in Shippo: 2.3. Setting…
