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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 assign tasks or appointments as part of your campaign ...
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A referral partner sign-up form allows people to sign-up as referral partners in your referral partner program. Before creating the sign-up form, set up the commission program they will be assigned to. When someone fills out the referral partn...
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Last Updated: 08/10/2024
in CRM Sales Teams Sales Pipeline Your browser does not support HTML5 video. A sales pipeline defines a typical step by step process that sales reps go through to convert a prospect into a paying customer. A sales stage is created for each step in the sales process. The sale...
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After choosing your template, follow the instruction below to learn how to set up and design your new Landing Page template. The name you type here will be shown in the browser's title bar. Your website visitors will see this, so make sure to cho...
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Last Updated: 11/20/2020
in CRM Contacts Manage Contacts Delete a Contact Record Customers are going to engage with your business in many ways. Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business. You can track cu...
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Merge fields are used to personalize follow-up communications on an individual basis. They pull information from a contact record and insert that information into emails and other templates. In the example below, the merge field ( ~Contact.FirstName...
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Admin: Users added to this group can access all settings and features in your account with very few restrictions. Sales Rep: Users added to this group can own op portunity records . Users that are not in the Sales Rep group can view and edit ...
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Last Updated: 03/19/2021
in E-Commerce Products & Services If you only have a few products or you're ready to add some new products to Keap, you can enter each one manually instead of using the import tool to upload a list. These instructions apply to adding any product that is not a digital product. Go t...
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Last Updated: 08/01/2024
in CRM Contacts Manage Contacts
You can use the Max Classic Modify Existing Records Import tool to mass update a specific list of contacts. This mass update option allows you to update a group of existing contacts. For example, you may need to add country information to all of y...
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Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)