• The Best Place To Start

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• How To Receive Calls On Lead Carrot

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• Account Settings Overview

  Account Settings Overview Here’s an overview of your account settings. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Below we will highlight some of the most important and foundational elements. NOTE: Depending on your user settings, you may see different options in your settings than shown in the video. Company Settings Upload, change, or remove a logo Company information, includiSome readers

• How to setup a "Call Time Out Voicemail"

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• How to Create and Use Custom Values

  How to Create and Use Custom Values Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize your system, by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey contact.name " and it will auto-populate the name of the contact so you can send a personal email to a group of contacFew readers

• Custom Values

  Custom Values Here is a list of custom values you may find in your system: Contact Full name: contact.name Contact First name: contact.firstname Contact Last name: contact.lastname Contact Email: contact.email Contact Phone: contact.phone Contact Company name: contact.companyname Contact Full Address: contact.fulladdress Contact Address 1: contact.address1 Contact City: contact.city CoFew readers

• ​How To Use The Dashboard

  How To Use The Dashboard Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard: Row 1: Opportunities: Number of Leads in your Pipeline Pipeline Value: All your leads' totaFew readers

• How To Understand Time Zones

  How To Understand Time Zones How to Properly Set Up Time Zones (for users and leads) You always want to know that your leads are getting the right communication at the right time. 2 AM almost never goes over very well. There are multiple time zone options for both users and leads that can impact the timing of campaigns. This article covers everything you need to know to set up your agency and other users for success. How Do Time Zones Work? The software uses time zones in a varietyFew readers

• Understanding Domains

  Understanding Domains Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e.g your website) and you don't have to do anything! While you don't need to know everything about domains, we created a quick list of tips and FAQ's to help you get going with your website and/or funnel set up. Domain Tidbit 1: Domains (also known as URLs, but basically www.mywebsite.com) are unique like addrFew readers

• CloudFlare Setup

  CloudFlare Setup While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain and even keep the appropriate path in a permanent redirect. You can even utilize Cloudflare as a DNS manager without changing where your domain actually lives (and it's free!). Follow these steps to walk through adding your domain into Cloudflare. Step 1: Create a Cloudflare account. ClicFew readers

• Tags Overview

  Tags Overview The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact. How to Add & Remove Tags: When importing a list of new contacts, you can add tags to some contacts in the spreadsheet you upload, or apply a tag to the list as a whole. (Refer to the "How to Import Contacts" article for theFew readers