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  3. Administration

Administration

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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
  • 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 Bulk Import/Export Clients in TapClicks 
  • Setting up a Data Profile
  • 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
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