Communications & Collaboration Tools

Communications

• Overview - How Does the Communications Tool Work
• Using the Communications Dashboard
• Composing and Sending an Email Message
• Managing/Replying to Emails
• Using/Managing Attachments in Emails
• Linking/Unlinking Emails to Events and Leads
See all 20 articles

Contacts

• Overview - How Do Contacts Work
• Using the Filter and Advanced Search Features for Contacts
• Adding a New Contact
• Importing Contacts From a File
• Importing Contacts From Another Application
• Granting Contacts Access to Your Account
See all 11 articles

Client Portal

• Overview - What is the Client Portal and How Does It Work?
• Collecting Signatures Using the Client Portal
• Managing Payment Methods in the Client Portal
• For Clients - What is the client portal and how do I use it?

Forms Builder

• Overview - How Does the Forms Builder Work
• Adding a New Form
• Adding/Managing Questions/Form Items
• Importing a Forms Builder Template Into a New Form
• Collecting Responses to a Form
• Editing the Responses to a Form
See all 8 articles

Vision Board

• Overview - How Does the Vision Board Work
• Adding/Uploading Images to the Vision Board
• Adding/Uploading Images From Dropbox, Google Photos & OneDrive on the Vision Board
• Adding/Using Vision Board Categories
• Adding a Title/Description and a Comment to a Vision Board Image
• Changing Image Size for Vision Board Images
See all 7 articles

Message Board

• Overview - How Does the Message Board Work
• Posting a New Message (With File Attachments)
• Replying to Messages via the Message Board
• Viewing a Message Thread on the Message Board