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Edit Company Details
Ensure that customers receive the most accurate information about the company by keeping the Company Details page updated. The following fields should be reviewed and updated as necessary. Logo: Upload and crop a company logo to be displayed on ...
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 ...
Notification Settings
Always be in the know with access to your company email and The Conversion Cloud™ platform. The Schedule Genie™ module informs your team of recent customer interactions via CRM/ILM integration, email, calendar, and platform notifications. The module ...
Scheduling Settings & Duration
Configure your appointment application to best suit your company, industry, and customers! Number of Appointments Available per Day Choose the number of appointments or appointment time slots your team can manage each day, the number of appointments ...
Assign Users
Administrators can provide users with access to the company dashboard once the dashboard and user have been created. Assign and Provide a New User Access to the Platform Log in to the platform. Scroll down to and click the Company tab on the side ...