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How To Import Leads

IN THE CRM

1. Go to the "Leads" in the left menu.

2. Select "Import Leads" at the top of the page.

3. Familiarize yourself with the rules for successful import.

4. Select a XLSX file with your leads, choose a status and opt a source.

5. Press the button at the bottom.

How to set up staff permissions

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

IN TWILIO Note: There is no support available without having facebook business approved accoun...
How To Create An Admin

An Admin has more functions and permissions than a user. An admin role will give you an access to c...
How To Add Balance To An Account

IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade...
How To Apply For A Subscription

ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "...