Account Settings

Custom Values

Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns

Email Signatures

Learn how to create an email signature for an individual user, as well as how to insert them into email campaigns

Signatures

Adding signatures to forms This video shows how to add a signature field to your forms. Any signatures will be saved to the contacts record as part of their form submission.

SendGrid Account Setup and Connection

How to create and connect your SendGrid account for email sending. This video shows how to create and connect your SendGrid account for email sending. Create an account with Send ...

Business Info

This video will give you an overview of the Business Info area within Settings.

My Staff

This video will give you an overview of the My Staff area within Settings.

Company Billing

This video will give you an overview of the Company Billing area within Settings.

Pipelines

This video will give you an overview of the Pipelines area within Settings.

Calendars

This video will give you an overview of the Calendars area within Settings. Please watch the help video link below for a more in-depth look at creating and editing calendars: ht ...

Managing Groups for Calendars

This video will give you an overview of managing groups within your calendar settings.

Reputation Management

This video will give you an overview of the Reputation Management area within Settings. More in-depth videos on how to use reviews within your platform can be found within the help ...