Administration
Includes information on how to manage Users, Clients, Business Units, Integrations, Campaigns, billing, templates, tags and preferences.
- How to Customize the Message on the Login Screen
- How to Create, Edit or Inactivate a User
- How to add, edit, and delete Tags in Leads Management
- Customize your Data Source names, icons, and colors
- Understanding Advanced Custom Branding Options
- How to Create and Manage Business Units
- Managing Client User Types
- How to Create, Edit & View a Client (New UI)
- How to Create and Edit Client Groups (New UI)
- How to Set Preferences in TapClicks
- Product Feedback Portal Overview
- Roles Management
- How to manage Currency preferences
- What is Client Reporting Status?
- How to use Leads Management
- How to Set up TapLeads to Collect Leads via Form-fill
- How to Bulk Import/Export Clients in TapClicks
- Setting up a Data Profile
- How to Add Favorites to the Favorites Menu
- How to Access Your Billing Information
- How to Manage Campaigns
- Flat File Integrations
- Customer Terms & Conditions
- Partner Terms & Conditions
- Revenue Partner Terms & Conditions
- How to integrate Salesforce in TapOrders