Admin Configuration

Constant Contact Integration

As part of our commitment to building out seamless integration with other 3rd party productivity tools, the integration with Constant Contact will allow authorized users to send out their own group communication/marketing emails to a select list of clients. Alternatively, you can choose to manage email marketing and templates at an administrative level, to monitor outgoing […]

Admin: Manage Your Sales Process

Get a visual snapshot of the current state of your sales! With Multiple Sales Processes, you can now manage your business sales more effectively by tracking the state of your leads and opportunities more accurately and at the granularity you prefer. Add 2, 3 or more Sales Process widgets to your Sales and CRM Dashboard to get the instant real-time opportunity […]

Admin: Configure Your eWindows

Customize the layout and naming conventions used on your client eWindows. Note: If you do not see a new browser window/tab appear with your eWindow layout, please ensure you have allowed for popups from your OS site: Google Chrome Mozilla Firefox Safari  

Your Company’s Front Page

Customize your Front Page The Front Page of your Company is your daily “newspaper” where you broadcast the latest breaking news and events, relevant to your team, from internal AND external sources. Highlight client testimonials, your company’s social media status or get live feed for local or global news that’s significant to your industry, your […]

Update Logo

As an Administrator, you can configure the site theme to your liking. This includes updating the Company Logo found on the Login Page, as well as the site Header: Login Page Logo: Site Header Logo: To update the company logo: Go to the Admin Panel -> Login Page Theme Click Upload Logo and select the […]