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Explore Our How-To Articles and Video Tutorials on Modules & Features.

CRM

Client Onboarding

Companies

Due Diligence

Form Builder

Google My Business (GMB)

Heat Map

Integrations

Phone System

Reputation Management

Uncategorized

Users

Website Forms

Zapier

Lead Management Overview

Updated on Aug-10-2020

Lead Flow

Updated on Aug-10-2020

Add a new company

Updated on Aug-10-2020

Create Client User

Updated on Oct-08-2020

Connect WordPress

Updated on Aug-10-2020

Embed Form

Updated on Oct-05-2020

Connect Weebly

Updated on Aug-10-2020

Website Forms Overview

Updated on Aug-10-2020

Mapping Form Fields

Updated on Aug-10-2020

Auto Lead Forwarding

Updated on Aug-10-2020

Qualified Call Filters

Updated on Dec-09-2020

Deactivate Company

Updated on Jan-04-2021

Add New Website Form

Updated on Mar-17-2021

Assigning Company (Website Form)

Updated on Mar-17-2021

Add Email Account

Updated on Apr-04-2021

Lead Management Email Settings

Updated on Apr-04-2021

Automations

Updated on Oct-08-2021

Add Email Account

Updated on Apr-04-2021

Questionnaire Email Settings

Updated on Apr-04-2021

Client Onboarding Overview

Updated on Aug-10-2020

Assign companies to a user

Updated on Aug-10-2020

Edit Company

Updated on Aug-19-2020

Connect Clients and Companies

Updated on Sep-11-2020

Add a new company

Updated on Aug-10-2020

Due Diligence Overview

Updated on Aug-10-2020

Form Builder

Updated on Aug-10-2020

GMB Management Overview

Updated on Aug-10-2020

Connect Google Account

Updated on Oct-07-2020

Heat Map Overview

Updated on Aug-10-2020

Heat Map Averages Tab

Updated on Feb-12-2021

Keyword Lists

Updated on Feb-20-2021

My Heat Map Location is Weird

Updated on Dec-03-2020

Connect WordPress

Updated on Aug-10-2020

Connect Weebly

Updated on Aug-10-2020

Zapier Setup

Updated on Aug-10-2020

Zapier Website Connection

Updated on Aug-31-2020

Zapier Overview

Updated on Oct-22-2020

Zapier to ClickSend SMS

Updated on Oct-22-2020

Phone System Overview

Updated on Oct-07-2021

Add Email Account

Updated on Apr-04-2021

Reputation Management Email Settings

Updated on Apr-04-2021

Deactivate Company

Updated on Jan-04-2021

SMTP Email Settings

Updated on Oct-29-2020

Overview

Updated on Aug-10-2020

All Companies

Updated on Aug-10-2020

Review Funnel

Updated on Aug-10-2020

Feedback Funnel

Updated on Aug-18-2020

Review Sites

Updated on Mar-19-2021

Reputation Management Overview

Updated on Aug-10-2020

Connect Gmail Account

Updated on Nov-18-2021

Google Analytics Integration

Updated on Oct-07-2021

User Roles

Updated on Oct-05-2021

Gmail and G Suite Settings

Updated on Nov-14-2020

Restore an archived user

Updated on Aug-10-2020

Spam Filters

Updated on Aug-10-2020

Company Settings

Updated on Aug-10-2020

Heat Map Search Fields

Updated on Jul-31-2020

GMB Management Overview

Updated on Jul-31-2020

Differences between user roles

Updated on Aug-10-2020

Create and invite a new user

Updated on Aug-10-2020

Edit an existing user

Updated on Aug-10-2020

Assign companies to a user

Updated on Aug-10-2020

Archive a user

Updated on Aug-10-2020

Delete a user permanently

Updated on Aug-10-2020

Create Client User

Updated on Oct-08-2020

Creating a Subscription

Updated on Oct-09-2020

Connect Clients and Companies

Updated on Sep-11-2020

Connect WordPress

Updated on Aug-10-2020

Connect Weebly

Updated on Aug-10-2020

Embed Form

Updated on Oct-05-2020

Website Forms Overview

Updated on Aug-10-2020

Add New Website Form

Updated on Mar-17-2021

Assigning Company (Website Form)

Updated on Mar-17-2021

Zapier to ClickSend SMS

Updated on Oct-22-2020

Zapier Overview

Updated on Oct-22-2020

Zapier Website Connection

Updated on Aug-31-2020