My Profile Overview This section in LANA Software allows you to personalize and manage key profile details, ensuring that your information and preferences are always up to date. Personal Information Name, Email, and Phone Number: Update essential ...
Your “Company Settings” is the section where you can input your specific business information. This includes things like your company name, address, phone number, website, company logo, and any other information pertaining to your business. Step 1: ...
This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you'll see a list of customizable settings. Choose a sending window. If you select Any Time, the workflow will occur ...
Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. Step 1: Create Custom Fields Navigate ...