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Company Logo
Import a company logo for use on outbound correspondence, such as an appointment confirmation email. Add a Company Logo Log in to the platform. Scroll down to and click the Company tab on the side menu, then click Settings. Click the "Edit" button ...
Business Categories
Creating Business Categories provides additional filtering options for reporting. Clients assigned to a business category can be filtered within different sections of the dashboard to better observe performance and trends within each industry and how ...
Lead Details Page
Be Prepared. Dial-in on customer preferences and must-haves before they step foot in the door. The Lead Details Page includes customer contact information, each customer's unique journey, any Best Price Now recommendations, claimed offers, scheduled ...
Notification Settings
Never miss a lead! Choose which email addresses receive new lead notifications and select a configured CRM, LMS, or ILM to make managing leads a breeze. Receive Weekly Lead Summary Place a check in this checkbox to receive an aggregated summary of ...
Application Code
Paste the Application Code on each page of your website where the app should appear. Viewing the App Code Log in to the platform. Scroll down to and click the Customize tab on the side menu. The App Customization page opens. Select the Advanced ...