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6. Settings Tab

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The settings section is the area in the CRM that allows you to access the drip campaigns, email & sms templates, lead sharing, lead types, and more!

  • Lead Sharing - How to Set Up Lead Sharing
  • Lead Import - How to Import Your Database
  • Adding Videos to your Emails
  • Learn how to use BombBomb Videos in your AL Drip Campaigns
  • Campaign Template Editor: How To Create a Relative Date Campaign
  • Campaign Template Editor: Create a Fixed Date Campaign
  • Campaign Template Editor: How to Clone an Existing E-Campaign
  • Campaign Template Editor: How Edit or Change a Previously Created Campaign
  • Campaign Template Editor: How to Delete a Previously Created Campaign
  • Campaign Template Editor: How To Find a Campaign
  • Settings Overview - Emails
  • Settings Overview - Emails - Email Templates
  • Settings Overview - Emails - Email Template: How to Find an Email Template
  • Settings Overview - Email - Auto Responder: How to Create/Edit Auto Responder
  • Settings Overview - Email - Email Template: How to Delete an Email Template
  • Settings Overview - Email - Email Template: How to Create a New Email Template
  • Settings Overview - Email - Email Template: How to Add / Edit / Delete an Email Category
  • Settings Overview - Emails - Email Signatures
  • Settings Overview - Email - Auto Responder: How to Delete / Remove an Auto Responder
  • Settings Overview - Email - Auto Responder: How to Pause / Activate / Disable an Auto Responder
  • Settings Overview - Email - Auto Responder: How to Edit / Revise an Auto Responder
  • Settings Overview - SMS Templates
  • Settings Overview - Religions
  • Settings Overview - Lead Types
  • Creating a New Lead Type
  • How to Create a New SMS / Text Message Template
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