To integrate with MailChimp you need the following: 1) A Mailchimp Account. To get your free account click here 2) A MailChimp API key. To learn how click here 3) Your WebHook URL. This was provided with your account details. If you do not have it, you may request it by submitting a support ticket. [...]
You can change your color scheme by going to Site Customization. You must belong to a role of Admin. Step 1 – Go to Site Customisation. Step 2 – Change your Theme. Themes completed are: piblue redmond start peppergrinder lightness humanity default See below for examples. Redmond Theme Example PiBlue Theme Example Start Theme [...]
Customise your database: How to change a tag list to single select In this video you will learn: (Duration 00:2:22) How to change a tag list to single select (You must belong to a role of admin) The component for single select is called ‘Types-Radio’ The component for multi select is called ‘Types’ *Video: customise [...]
Customise your database: How To Display Fields And Sections Based On Tags In this video you will learn: (Duration 00:6:19) How to enable and disable fields and sections based on tags (You must belong to a role of admin) *Video: customise your database: how to display fields and sections based on tags
In this video you will learn: (Duration 00:3:26) How to access our data service (you must belong to the role of admin) How to add leads (currently only Australian organisations) *Video: how to build your lead list To learn more go to Get 500 Free Leads
Customise Your Database – How To Change Field Label Descriptions In this video you will learn: (Duration 00:3:26) How to change field label names within ‘Display’ sections. Please note within a module you can only change labels labels within ‘Display’ sections. *Video: how to change field labels
How To Time Record. In this video you will learn: (Duration 00:3:35) How to record time *Video: how to record time
In this video tutorial you will learn: How to manage approved prospects form the call center How to initiate the appointment process and assign a person *Video: how to manage prospects from the call center
Customise Your Database. How To Add & Change Tags In this video you will learn: (Duration 00:3:10) How to amend tags/types for records *Video: customise your database. how to add tags Go to Learn How To Change Fields Labels to further customise your database.
ABN: 64 149 316 263
Brisbane Office
Level 36, Riparian Plaza
71 Eagle Street
Brisbane QLD 4000
Australia
Phone: 1300 086 779
Fax: 1300 878 404
Email: info@picrm.net