Overview
Settings System has provided a settings section to set up the app according to the business requirements and operate according to users’ desire. The Sitting section has 14 sub sections where some of the sections are information providing sections for users to get useful information. Overview System shows the user account inoculation in this section…
Payment Method
Users can manage their payment information from this section, users can add billing information by adding credit card information in this section by clicking on the Add New box will open a popup for gathering credit card information and hit the Link Card button at the bottom right corner of the popup.
Billing Information
System shows payments history information under this section where each line shows a completed payment information for a transaction. Users can also down invoice for each payment transaction.
Integrations
System shows the current third-party integrations under this section where users can use these integrations as per their business requirements. Currently the system provides only 3 integrations which are listed below. Hubspot: System provides Hubspot CRM integration which can be triggered by the system on some events during campaign activities which users can select according…
Blacklist
Users can manage the blacklisting of LinkedIn profiles, keywords, or job titles for every LinkedIn connect account under the blacklist section. Users can add and/or delete LinkedIn profiles, keywords, or job titles as per business requirement.
Team
Agency users sometimes need to have multiple personnel to manage their agency admin account. Agency admin users can add multiple accounts by sending invites in teams sections so that multiple users can manage “admin account” on behalf of the agency user. Agency admin users can perform various activities like delete users and leg into user…
Auto Withdrawals
LinkedIn has restrictions on sending a number of sending “connect” requests, on touching the limit LinkedIn does not allow users to send further “connect” requests. To send more and more requests users need to withdraw their previous “connect” requests, therefore, the system provides auto withdrawals for which users need to set the duration. Users can…
Alerts
System provides alerts for its users so that users do not miss any update from the system. There are three types of alerts available for yours to set up according to their convenience. New Reply: System sends email alerts to registered “email account” on detecting replies from prospects in active campaigns. Inbox Reminder Email: System…
Holidays
System has provided a Holidays section in V2 in settings, where users can add holidays into the system so that campaigns do not run on holidays. Users and select any future date click on the add button to add holiday. When an agency admin adds a holiday to the system there is an additional check…
API Keys
System lists all user created API tokens under this section in settings. Users can add as many api tokens as needed so that users can perform various tasks without logging in to the system and manage different operations. Users can create the API token by providing a name and clicking on the add button, a…
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