Acquire

Profiles Settings

Settings

For profile settings, navigate to Profile > Settings.

From Settings, you can manage Filters, History, Views, and make corrections as necessary.

1. Manage Filters

Filter Settings will help you distribute your leads under different filters,  furthermore, it will help you to Edit or Delete any filters saved.

2. Email Settings

 Sender Email Settings will help you send emails using different senders and reply to emails sent to senders. 

You can add details from the ‘New Sender’ button. Here also you will get an option to Edit or Delete any of the senders. If you don't wish to send emails from that Email address,  you have the option to Enable/Disable the sender name.

3. Template Settings

Template Settings will help you send emails, notes,  or In-app messages using customizable templates.

From a new template you can select which type of communication channel you would like to use ; Email, In App Message, Note, or Text.

 

Also, you have the option to Enable/Disable the templates as per your requirement.

4. Manage History

Export History will help you get a history of exported profiles. Manage History will help you out to download the profiles, and conversations which can be exported from the Profile > Export section.

View:

The View tab will help you filter by the attributes you select on the Profile home page. 

Delete:

The delete button allows you to delete the Transcripts from the Profile section. You need to select the Profile/Leads you want to delete. 

After clicking Delete, you will get a confirmation pop-up with warning details. Once you click  yes, the Chat will be deleted from the database.

 


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