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How To Add A New Email Template

IN THE CRM

1. Navigate to "MailFlow" in the main menu and select "Templates" from the dropdown list.

2. Click the "Add Template" button at the top-left of the page.

3. Fill in the information in the fields.

4. Click "Save" at the bottom-right of the page to create the new email template.

How to set up staff permissions

IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices...
Whatsapp Integration

IN TWILIO Note: There is no support available without having facebook business approved accoun...
How To Add Balance To An Account

IN THE CRM Way 1 1. Go to "Manager Platform" in the menu on the left side of the page. 2. ...
How To Copy An Invoice

IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ...
How To Change A Language on the Platform?

How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on...