Account Setup: Step 1 - Business Info
Julius
Last Update hace 9 meses
Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. We will highlight some of the most important and foundational elements in this video.
Business Info
- Manage company information such as company name, email, phone, and website
- Company Address
Optional (Not Part of the training video)
- Upload, change, or remove your company logo
- API Key: You can use this for Zapier and API integrations
- Call and Voicemail Settings
- Enable / Disable Depreciated Features
- General settings (toggle on or off the following):
- Allow duplicate contact
- Allow duplicate opportunity
- Merge Facebook Contacts by Name
- Disable Contact Timezone
- Missed Call Text Back