Frequently Asked Question

In the Settings section, you can manage your workspace settings, including your workspace name and user permissions.

User Management

Invite team members to your workspace and assign them roles and permissions. This allows you to collaborate with your team while controlling who has access to what information.

Webform Creation

Create webforms to capture leads directly from your website. In the Settings section, under Webforms, you can design a form and embed it on your site. New submissions will automatically be added as contacts in your CRM.

Import/Export

Easily import existing contacts and deals from a CSV file. You can also export your CRM data for backup or analysis purposes. This feature is available in the Settings section under Import/Export.