ATTENTION: If you have an IT person that manages your Computers or your Network, PLEASE make sure you ask their permission/approval before doing anything explained below. This can break a connection to a main office or server if the IT department has setup some kind of internal network for your company/organization. If you are a … Read more

Below is a quick 2 minute video on how to add notes to your leads in the CRM Entries of your website.  

1. On the form you want to download a PDF for, click on the “Inbox” for it. 2. Click the 3 dots in the upper right corner and choose “Download” then Print version. Important Note: The “Print” Feature only prints the page (the same as if you click the print page button in your browser). … Read more