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How To Set Up Your Communication Platform

IN THE CRM

1. Head over to the "Setup" in the left menu.

2. In the left menu navigate to "Settings".

3. Go to the "Lead Manager" category.

4. Select a platform and fill in the necessary information (e.g., URLs, keys, tokens, etc.).

5. Press the "Save settings" button at the bottom right corner of the page to apply the changes.

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 "...