Set Up Business – Configure company details, branding, and core settings.
To setup your business details:
Navigate to > Management > Settings > SetUp Business
Set Up Your Team – Manage users, roles, and permissions.
To setup your team details:
Navigate to > Management > Settings > SetUp your team
Modify - Departments, Roles, team info.
Profile – Update personal and business profile details.
To update personal profile details. :
Navigate to > Management > Settings > profile
- Update Name, email, gender, phone numbers,.... Then Click "Save"To update business profile, click here to know how in details
Email – Manage email settings, sender details, and templates.
To update email preferences:
Navigate to > Management > Settings > email
Update Sender details, and templates.
SMS – Configure SMS gateways and messaging preferences.
To Configure SMS details. :
Navigate to > Management > Settings > sms
- Show Providers and update Templates
Notifications – Set up alerts for campaigns, leads, and customer interactions.
To update notifications:
Navigate to > Management > Settings > notifications
- Select the notification based on your needs to be notified instantly
Menu – Customize navigation and menu structure.
To Customize navigation names :
Navigate to > Management > Settings > Menu
- Select and edit any menu and rename it based on your business needs.
Fields – Define and manage custom fields for data collection.
To Customize navigation names :
Navigate to > Management > Settings > Fields
- Select any field of (Customer/ Purchase requests / Product/ Services) an mark it as required or not .. then click Save
Integrations – Connect third-party tools and automate workflows.
To Connect with the third-party tools
Navigate to > Management > Settings > integrations
You can manage and the third-party tools that help your business needs