All Collections
Outbound
Information on Client configurations, Delivery Methods, Delivery Accounts, and the Order system
By Chris and 1 other2 authors87 articles
Client List - Understanding the Client List ScreenUse the Client List screen to manage your clients
Client List - Adding a New Client (Basic Info) Part IOverview of adding new clients to the system and then setting up basic functions for client delivery.
Client List - Adding a New Client (Delivery Method) Part IIOverview of Delivery Methods
Client List - Adding a New Client (Delivery Account) Part IIIOverview of Delivery Accounts
Client List - Adding and Editing (Orders) Part IVCreate manual or recurring automatic order renewal
Client List - Adding (Invoices) Part VUse invoices to collect payment from your buyers, with easy payment integrations with Stripe, Square, or Authorize.net
Client List - Adding a New Client (Permissions) Part VIUse the new client wizard to setup each new client with their delivery settings.
Clients - Portal UsersCreate Portal users for your internal team.
Clients - Client GroupsUtilize client groups for more advanced delivery where you are delivering to a company with multiple locations
How to Create Delivery GroupsDelivery Groups allow you to set specific automation rules for a group of clients
Delivery Methods
Configuration of all of the types of automated lead delivery
Delivery MethodsDelivery Methods1 article
Webhook Delivery MethodWebhook Delivery Method10 articles
Ping-Post Delivery MethodPing-Post Delivery Method10 articles
Email Delivery MethodEmail Delivery Method8 articles
SMS NotificationSMS Notification8 articles
FTP Delivery MethodFTP Delivery Method8 articles
CSV AttachmentCSV Attachment7 articles
Batch Delivery MethodBatch Delivery Method10 articles
ClickPoint IntegrationClickPoint Integration11 articles
Lead PortalLead Portal4 articles