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CRM / Deals

Deals

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109

Insurance Companies
Cambridge Plumber

Showing No Project Leads

Create New Deal

Prospect	Deal Name	Deal Value(Amount)	Pipeline	Status	Actions
SELECT DEAL PROJECT TO VIEW ALL CRM DEAL

Create New Brand

Brand Name

Brand Domain / Subdomain

The domain name of the website where the campaign is going to run.

Notifications will NOT work on other domains other than what you define here.

Include Subdomains? All the subdomains will match on this campaign as well if checked.

Add New Team

Team First Name

Team Last Name

Team E-mail Address

Choose Project To Save Your Lead(s)

Select Project

Create New Project

Project Name

Project Description

Edit Lead

Business Name

Phone

Website

Move Lead

Generating Google Business Profile Report .... Please wait...

Scanning your website .... Please wait...

Generating Bing Places for Business Report .... Please wait...

Generating Content...

Save Generated Content

Select Project

Name

Create New Project

Project Name

Project Description

Account Upgrade

Promotion Code

Create New CRM

Select Contact From Saved Leads (Optional)

Deal name

Prospect’s Company’s name

Prospect name

Select Currency

Amount (this will have several currency signs. For example $, £, €, ¥ etc)

Prospect email

Responsible

Select Prospect Project (Create Project)

Edit CRM

Create New Task

Name

Type

Start Date

Start Time

End Date

End Time

Avaliable

Responsible

Deal (Create Deal)

Location

Description

Edit Task

Create New Project

Project Name

Project Description

Add Contact

Upload Csv File

Select Project

Name

Phone

Website

Address

Add Contact

Choose CSV file with contacts

Select Project

Name

Phone

Website

Address

Edit New Project

Project Name

Project Description

Edit Contact

Name

Phone

Website

Address

Gmail SMTP Setup

Step 1: Check that IMAP is Turned On

Follow the steps below to verify if the IMAP server is enabled:

Open Gmail on your device.
Click on the Settings icon located at the top right corner. This will open the settings menu.
Choose the "Forwarding and POP/IMAP" tab.
In the IMAP Access section, ensure that Enable IMAP is selected.
Finally, click on Save Changes to confirm the settings.

Step 2: Gmail SMTP Server Setting Configuration

Host (SMTP Server)

Email (SMTP Username)

Password (SMTP Password)

Port (SMTP Port (e.g., 587 for TLS))

Sender Name

Edit Account

Host (SMTP Server)

Email (SMTP Username)

Password (SMTP Password)

Port (SMTP Port (e.g., 587 for TLS))

Sender Name

SMTP Account Setup

Host (SMTP Server)

Username (SMTP Username)

Password (SMTP Password)

Port (SMTP Port (e.g., 587 for TLS))

Sender Name

Sender Email

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