Getting Started

How to Add Users in your Connect Account
Adding users to a Connect account enhances collaboration, allowing teams to work seamlessly on projects and share updates efficiently. It enables specia...
Thu, 27 Jun, 2024 at 10:40 AM
How to Edit Email and SMS Messaging
Understanding how to edit email and SMS messaging in Connect is crucial for optimizing customer engagement and communication strategies. It enables busi...
Thu, 27 Jun, 2024 at 10:46 AM
How to Block Calendars
Knowing how to block calendars in Connect is essential for managing your schedule effectively and avoiding double bookings. It allows you to set clear bound...
Thu, 27 Jun, 2024 at 10:52 AM
How to Create Opportunities
Understanding how to create opportunities in Connect is vital for effectively managing your sales pipeline and tracking potential revenue. It enables busine...
Thu, 27 Jun, 2024 at 10:59 AM
How to Filter Opportunities
Knowing how to filter opportunities in Connect is crucial for efficiently managing your sales pipeline. It helps businesses quickly identify high-value lead...
Thu, 27 Jun, 2024 at 11:05 AM
How to Add Tags
Knowing how to add tags in Connect is essential for organizing and managing your contacts effectively. Tags allow you to categorize leads and customers base...
Thu, 27 Jun, 2024 at 11:10 AM