Madsen, Amanda

Each Keap user can track their tasks and appointments through Keap. You can allow users to view each others calendars and tasks by editing their user permissions.  Keap may also automatically assig...

Add a TaskEdit a TaskCompleting a TaskManage AppointmentsManage OpportunitiesImportant Note: In Max Classic, appointments are currently in maintenance mode. We will bring Appointments to Ultimate s...

Our Email Sync connects Keap with your existing Microsoft1 or Gmail email account. Incoming and outgoing emails exchanged with your IS contacts automatically sync to your client records, so you can...

It's easy to view and manage your saved reports and searches in Max Classic. Follow the steps below to view every saved report and search that you are the owner of.Navigate to ANY Reports area Ther...

The task note report allows you to view pending and completed tasks for all users in your application.Go to Admin > Reports Search for Task Note Report Edit the Search Criteria as needed:Assigned T...

The Ultimate admin setting enables administrators to set the entire app to be either Ultimate or Classic for all users. If set to Yes, all users will be transitioned to the Ultimate experience, and...

You can now permit a non-admin user (such as an Keap Certified Partner) to modify DKIM settings in your Keap account.Navigate to Users in the Admin section of the main menu. Click the Edit Permissi...

The marketing permissions determine how a user can interact with the campaign builder, broadcast emails, lead sources and the legacy marketing features.Campaign (Legacy)BroadcastsFollow-Up Sequence...

These user profile permissions are used in the administration of Keap to control the ability to access various account level functions. ApplicationActionReportsFulfillmentMobile ApplicationThese pe...

The Calendar permissions determine the ability to view and use the Max Classic calendaring tools to schedule appointments and create tasks. An admin can change these permissions by going to Admin >...