This article provides an in-depth understanding of the Reputation Overview Dashboard and the Client Check-In functionality. By the end of this guide, you’ll be equipped with the knowledge and tools to effectively manage your online reputation. Reputation Overview Dashboard: The Reputation Overview Dashboard is a robust tool that offers insights and analytics to help you […]
The Estimates Tab in LeadConnector Mobile App
Creating and managing estimates is now simpler than ever with the mobile estimates feature, enabling users to build and send estimates directly from a mobile app. Whether you’re working from the office, on-site, or at a client meeting, you now have the flexibility to manage estimates on the go. This feature empowers you to streamline […]
How to Use the Estimates Feature
Step 1: Access the Estimates Section Step 2: Create an Estimate Step 3: Client Interaction Step 4: Convert to Invoice Step 5: Track and Manage Estimates Customization Why We Built It The Estimates feature was developed to complete the payment suite within Incorp Media LLC, providing businesses with a comprehensive solution for managing client proposals, […]
The Estimates Workflow Trigger and Action
Enhancing workflows to automate actions based on estimated events can greatly improve efficiency in managing business processes. This article will guide you through the key features and benefits of using estimate triggers and actions in workflows, along with step-by-step instructions on how to use these tools effectively. Key Features and Benefits How to Use Estimate […]
How to Create a Proposal or Estimate with Multiple Signatures
Proposals and estimates are an essential part of any business, especially when they require approval from multiple people. In this guide, we’ll walk you through the process of creating a proposal or estimate with multiple signatures, using the documents and contracts feature. This step-by-step approach ensures all stakeholders can sign and approve documents, streamlining your […]
How to use URL Parameters on your Landing Page
You can use URL Parameters to show the contact’s name so that the landing page will get the name from the URL and show it on the page. Contact values like contact.name or contact.email will only work when the user has submitted a form on the previous page/step of the funnel. If your leads are […]
How to Add Automated Invoice Reminders
In today’s fast-paced business environment, maintaining a healthy cash flow is crucial for growth and sustainability. One effective way to ensure timely payments from clients is by setting up automated invoice reminders. This guide will walk you through the process of adding and managing these reminders, highlighting the key features and benefits, and providing easy-to-follow […]
How To Check What Triggered Someone Into a Workflow
There are several ways to add someone to a workflow – through a bulk request, a manual add, a trigger, and more. For several reasons, you may want to check how someone was triggered into a workflow. To do so, follow these simple steps to view the internal source – how the particular contact was […]
How to Set Up Trigger Links in Workflows
Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites. Step 1: Creating Trigger Links Step 2: Create Your Workflow using Trigger Links Note: To add a new […]
How to Import Campaigns into Workflows
If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how: Step 1: Create the Workflow and […]
How To Use The Transactions Tab in Your Payments Section
The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file. The list gives you a history of all transactions which may be important for your accounting purposes […]
How To Use The Orders Tab in Your Payments Section
The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file. This list gives you a history of all orders that may be important for your accounting purposes, managing metrics and goals for your team, planning […]