How To Integrate With MailChimp

How To Integrate With MailChimp

Mar 17

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. [...]

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How to record a sale for Sydney Massage

How to record a sale for Sydney Massage

Sep 12

How to record a sale *Video: how to record a sale

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How To Change Your Color Theme

How To Change Your Color Theme

Jul 26

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 [...]

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How To Change A Tag List To Single Select

How To Change A Tag List To Single Select

Jul 11

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 [...]

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How To Display Fields And Sections Based On Tags

How To Display Fields And Sections Based On Tags

Jul 6

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

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Get 500 Free Leads

Get 500 Free Leads

Jul 5

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

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How To Change Field Label Descriptions

How To Change Field Label Descriptions

Jul 4

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

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How To Time Record

How To Time Record

Jul 3

How To Time Record. In this video you will learn: (Duration 00:3:35) How to record time *Video: how to record time

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Allocating A Prospect From The Call Center To A Sales Person

Allocating A Prospect From The Call Center To A Sales Person

Jun 25

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

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How To Add Tags

How To Add Tags

Jun 21

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.

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