Help Center
27 guides to the Sales Dashboard and the Website Manager. Search them, or browse by section.
Getting started
Signing in, the two workspaces, and your first hour.
Sales Dashboard
Leads, contacts, the pipeline and reporting.
- A tour of the Sales Dashboard
- Leads and clients are different records
- Working the pipeline
- Customising your pipelines and stages
- The Contacts directory and contact pages
- Live Chat: emailing a contact from their record
- Notes on a contact
- Reading the Overview reports
- The Activity Log
- Lead Gen: finding businesses to approach
- Custom contact fields
Website Manager
What a client sees about their own website.
Accounts & access
Permissions, account types, and who can see what.
Payments
Invoices, collections and connecting Stripe.
Importing & data
Getting information in, and shaping how it looks.
Contact support
Tell us what you were trying to do and what happened instead. Include the tab you were on; it usually saves a round trip.
- kirk@kirk-co.com
- Phone
- 812-690-1753
- Response
- Within one business day