The My Profile section in DealTrail allows users to manage their personal account details, preferences, and security settings. This ensures accurate communication, seamless operation, and enhanced account security. 1. General Tab Personal Data Update ...
Your Business Profile in DealTrail is the foundation of your account, storing essential details about your company, branding, and contact information. Maintaining an accurate and complete Business Profile ensures consistent communication with your leads, ...
The Billing section in DealTrail is designed to help agencies manage their subscription, monitor invoices, update payment methods, and understand their billing history. 1. Subscriptions This section provides details on managing your DealTrail subscrip ...
The My Staff section in DealTrail is where you manage team members, their roles, and access permissions for your agency or location(s). Here’s a detailed guide: 1. Adding Staff Members Purpose: Add new users to your account with appropriate role ...
In this article, we discuss how you, as a sub-account admin, can granularly manage your users' permissions across various modules. Getting started with user permissions To manage users' permissions for a sub-account, Navigate to Settings > M ...
The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Admins can change the role of a particular user by going to Settings > My Staff > Edit (pencil icon) > Scroll to and expand " ...
For those with Account Admin access - Go to the Account >> Settings >> My Staff Locate the team member you'd like to set user permissions of Click the Action button (Pencil icon) next to the user's name Choose Roles & Permis ...
The Opportunities & Pipelines section in DealTrail helps you track and manage sales and customer interactions through a visual workflow. Pipelines organize the stages of your sales or service processes, while Opportunities represent individual leads o ...
This guide provides a comprehensive overview of Email Services under Settings in DealTrail, specifically focusing on: 1. SMTP Service 2. Reply and Forward Settings 3. Email Analytics 4. Risk Assessment 5. Bounce Classification 6. Postmaster T ...
Two-way sync for Gmail allows users to integrate their Gmail account with the CRM and enables the synchronization of emails between the two platforms. This integration creates a connection between the platforms and syncs both ways. Sync inbound and out ...
What are Reply & Forwarding Addresses? Here are a few additional configurations that you can use to receive copies of the Emails that you get in your account using a Forwarding Address or BCC. Reply Tracking is also elaborated. Where to Find Reply & ...
We have direct integrations with both Google and Outlook, if you're sending through these providers please use those integrations not SMTP. We also have built in bulk sending using LC Email as well. If you choose to use SMTP you do so at your own discre ...
Tags in DealTrail are a powerful feature used to organize, categorize, and track contacts, opportunities, and activities within your CRM. Tags provide flexibility and help segment your database for more targeted workflows, campaigns, and reports. 1. Ta ...
The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportunities into fully personalized processes. Users can create, categorize, and group custom fields ...
What are Custom Values? Custom values are user-defined data placeholders that store and manage specific information within a system or application. They allow users to organize and retrieve personalized or standardized data efficiently. These values are ...
If your business needs to manage relationships or processes that go beyond the standard DealTrail objects, you can create custom objects. Only admins have the ability to define custom objects through the Object settings page. After defining a custom ...
Only admins have create, update and delete access for Custom Objects. Users have read-only access to view details but they cannot make changes to Custom Objects. Step 1: Create Custom Object Go to Settings > Objects then Click on "Add Custom Object" ...
Lead Scoring is a critical feature in HighLevel that helps you prioritize leads by assigning scores based on their actions, attributes, or engagement levels. This allows sales and marketing teams to focus on the most qualified prospects and tailor th ...
The Global Workflow Settings section in DealTrail helps you manage default settings that apply to all workflows in your account. These settings allow for better control over how automations run and how they interact with your contacts. Below is a detaile ...
The Integrations section in DealTrail allows you to connect third-party platforms and map form fields to streamline lead collection and management. This guide covers the following areas under Settings > Integrations. 1. Integrations The I ...
What are Private Integrations? Private Integrations allows you to build powerful custom integrations between your DealTrail account and any other third party app. If you are looking to integrate your DealTrail account with a third par ...