Own your Business!

Take Control of your Business with your Admin Tab! 

Admin

 

My Company Profile - Adding your information to your company profile will save you time when creating campaigns, sending messages etc. (This is your information headquarters) 

• Company ID Number - This # is specific to you. 
• Website URL 
• Business Address - Street Address, City, State, ZIP, Country 
• Business Email 
• Business Phone Number 
• Sub Domain Option 

This section also provides you with all user activity including their name, IP address and when they logged in and out of their account. 

Team Member - Add your team members 

• First Name, Last Name 
• Email
• Password 
• Time Zone (Special Feature)
• Mobile Phone Number 
• Phone Number 
• Fax Number 
• Role 
• Status 
• Address 
• Upload a Profile Picture :) 

Roles & Permissions - These are completely customizable and easy to create.  

• Role Name 
• Role Description 
• Choose what you want them to see and click ADD PERMISSION 

Field Set-up - Set-up all of your fields here 

• Folder
• Status
• Process
• Public Type
• Public Status
• Processing Issue 
• Reminder Type 

Credit Disputes - Everything you need for the disputes. 

• Creditors/Furnishers - You can view, add or edit them here. 
• Credit Reporting Agencies - Some Addresses for the Credit Reporting Agencies 
• Dispute Results - Name and Description 
• Dispute Reasons 
• Dispute Instructions 
• Dispute Groups 
• Instructions
• Letter Category 
• Letter Due In 
• Service Agreement 

Billing - Connect your Merchant...

• Products/Services 
• Payment Gateway 

Importing - Leads, Clients and Affiliates 

• Choose File to Upload
• Select Mapping 
• Contact Set-up 

Web form Builder - Build a custom web form to use on your website for leads, signups & more

• Form Setting's 
• Build your Custom Form by click, drag and drop - SPECIAL FEATURE 

You can view and embed your web form right inside your account directly after you set it up by following the instructions in the pop up message. :) 

Email & SMS - Communications 

• Email Templates 
• Email Configuration 
• Twilio Configuration 

Portal Settings - Customize your Client and Affiliate Portals 

• Resource 
• Client Portal Settings 
• Affiliate Portal Settings 

Reports - Your Data Center 

• SMS Report 
• Email Report 
• Total Revenue 
• Invoice Due 
• Affiliate Sales 
• New Clients 
• Active Leads 

Running a business isn't easy but it can be simplified!