Administration
Includes information on how to manage Users, Clients, Business Units, Integrations, Campaigns, billing, templates, tags and preferences.
- How to Connect and Map Salesforce Client Data to TapClicks
- How to Assign Client-Specific Currencies
- How to Set Preferences in TapClicks
- How to Customize the Message on the Login Screen
- How to Create, Edit or Inactivate a User
- Managing Client Users
- How to Create, Edit, and View a Client
- How to Bulk Import or Export Clients in TapClicks
- What is Client Reporting Status?
- How to Create and Edit Client Groups
- How to Create and Manage Business Units
- Understanding Advanced Custom Branding Options
- Roles Management
- How to Add Favorites to the Favorites Menu
- How to Manage Currency Preferences
- Setting up a Data Profile
- Understanding Audit Logs
- How to Customize Data Source Attributes
- How to Manage Campaigns
- How to Access Your Billing Information
- How to use Leads Management
- How to Create, Add and Delete Tags in Leads Management
- How to Set up TapLeads to Collect Leads via Form-fill
- Flat File Integrations
- How to integrate Salesforce in TapOrders
- How to Use Your Own ChatGPT API Key
- How to Manage Your ChatGPT Prompt