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Default Accounts

Setting up templates for user accounts, adding groups and licensing

  • Create Landing Page Templates
  • How the Default accounts work
  • Creating a Default Account for a Group
  • Mail Merge Profile fields in Default Email and Letter Templates
  • Adding a new Group
  • Account Licensing
  • Export/Import Landing Pages
  • Add Landing Pages to a Default Account
  • Add Email Templates to a Default Account

Categories

  • Customizing Your CRM
  • Default Accounts
  • Email Deliverability
  • Integrations
  • Power Tools
  • Reports
  • Supporting Your Customers
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