Managing leads and deleting bad leads from your system
Under the leads tab on the left-hand side blue menu. You can sort through all of the leads that have been generated through your system. …
Day: July 12, 2018
Historical purchases line graph and how to read it
On the overview page is a historical purchases line graph. This graph is set up to show month over month lead purchases from all of …
The colorful boxes you see when you login on the overview page
There’s blue boxes there’s green boxes there’s yellow boxes and red boxes. What do they all mean though? On the blue boxes on top it …
Email all of your members or certain groups
When you decide that you need to email a group of members or everybody for that matter. You can go to the email members tab …
Changing email templates for forgotten passwords and activation
Now that you own your own software. Every now and then people forget their passwords I need to be reminded or they’ll sign up you …
Blocking IP addresses of troublesome buyers
There may be a number of reasons that you want to stop certain users IP address is from accessing your system. Reasons could range from …
Managing user groups, making new groups and add users to them
There’s a tab called user groups under the admin panel drop down. Depending on how many different groups of buyers you have or different types …
Changing employees roles and other user role permissions
User Roles, found under the admin panel drop-down menu. You are the admin or the super admin, this means that you have full control over …
Adding custom fields to the buyers registration form
When new buyers want to sign up. You have the option of collecting any kind of information, asking any questions, and much more with something …
Manage your buyers, create employee accounts & manually create buyer accounts.
Under the admin panel, you’ll find a tab called manage members. From here or you’re able to see every buyer an employee that you have …