Administration

Admin Reports

• My saved reports and searches
• Task Note Report

Admin Settings

• Ultimate admin setting

User Permissions

• Permission to access DKIM settings
• User Permissions - Marketing
• User Permissions - Application
• User Permissions - Calendar
• User Permissions - User
• User Permissions - E-Commerce

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Importing Data

• Populate multiple fields with a single field from your spreadsheet
• Working with credit card numbers in excel
• View and rollback imports
• Create company records during an import
• Export from your current system
• Prepare your CSV import file

User Management

• Importing Data
• Grant or Revoke Partner User Access in Your Keap CRM
• Assign Opportunities With A Round Robin
• User Teams
• Reactivate a user
• Deactivate a user profile

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Billing and Accounts

• View your text message usage
• How to view & print your Keap invoices
• Cancel my Max Classic application
• Increase contact limit & add users
• Billing Policy, how to update your information and make a payment on your account
• Billing Policy and Accounts Overview