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Overview
This video discusses an overview of the opportunities including filtering by date, sorting, adding and exporting opportunities, the drag and drop feature and the status of opportunities .
Overview
This video is an overview of Group Send Gateway. It explains how to check payment history, past SMS usage, and also how to set up auto add funds.
Workflows Overview
This video is an overview of workflows which also explains how to create a new workflow.
Contacts Overview
Here's an overview of the Contacts section of LANA. We'll show you how to add, export, search, and filter through your contact records to stay organized. Step 1: Access your Contacts section. Navigate to Contacts. The main page displays a list of all ...
Opportunities Overview
This is an overview of your opportunities tab. To start, you can see the default view all your opportunities or leads, whichever you prefer to call them. Step 1: Filtering the Opportunities There are options to to filter the Opportunities section to ...