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  1. TapClicks
  2. How-to Guides
  3. Adminstration

Adminstration

Includes information on how to manage Users, Clients, Business Units, Integrations, Campaigns, billing, templates, tags and preferences.

  • How to Automate Assigning
  • How to Create, Edit or Delete a User
  • How to add, edit, and delete Tags in Leads Management
  • How to Create and Edit Client Groups
  • Customize your Data Source names, icons, and colors
  • How to create and manage Business Units
  • Managing Client user types
  • How to set Preferences in TapClicks
  • 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 do I access my billing information?
  • How to manage Campaigns
  • Does TapClicks have an HTTPS version?
  • Flat File Integrations
  • Customer Terms & Conditions
  • Partner Terms & Conditions
  • Revenue Partner Terms & Conditions
  • How to integrate Salesforce in TapOrders
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  • Website Terms of Use
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  • Partner Terms

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