CRM Help Center

EMAILS

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

FORMS

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

PIPELINES

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

CAMPAIGNS

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

Click here to watch the setup and here for the step by step turoial.

SALESPYPE

Click here to watch the step by step turoial.

The only accepted file type for video emails currently is mp4. The max file size is 100mb.

The max file size allowed for a video email is 100mb.

If your video file is larger than this I recommend using a free tool like handbrake.fr to compress your file. This tool can help you reduce the file size of your video.

handbrake.fr

 

If you try to add a contact to the system that already exists that is considered a duplicate contact. Depending on the method you are using to add contacts to our platform you’ll be presented with a screen asking us how to handle duplicates.

Here are some examples below:

Example: File Upload

Example: Zapier