Michael Lindsey
Articles
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DMARC and DKIM Records
This article was developed to describe the differences between DMARC and DKIM Records. ***For information specific to the Sender Policy Framework (SPF) protocol, see the following article: https...
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How to Enable Sender SMTP Settings
A Sender is the email address messages will be delivered from. You will be required to set up Senders with SMTP settings from a provider of your choice. If you do not currently own your SMTP, you ...
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How to Enable Client SMTP Settings
This article was developed to describe the process of enabling Simple Mail Transfer Protocol (SMTP) Settings for a client. You may enter the SMTP credentials for your client under the My Settings p...
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Assigning Contacts
This article was developed to describe the steps involved in the assignment of contacts within the CRM. It is organized by the following topics: Assigning a Contact Making a Contact Public or Pr...
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Mass Editing: Contacts
This article documents the steps involved in performing Mass Editing of contacts in the Centrex CRM. The Mass Edit page will allow you to change and manipulate multiple contact files at the same ...
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Webhook / Data Source Additional Fields
This article includes the following topics: **Note: Click on any topic to be taken directly to that section. Assigned To User Assigned To Company Banking Information Basic Contact Inf...
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Posting to Zapier: Quick Start Guide
Introduction Zapier is a third-party platform that takes the request or post from one system and then formats it into another system’s expected format. By connecting your CRM with Zapier you can po...
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Contact Lists
This article was developed to explain how to build and edit, as well as filter, custom contact lists.Being able to build lists allows you to organize and display contacts for operational and report...
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HTML Document Builder
This article was developed to describe the HTML Document Builder function within the CRM. It is organized into the following sections: Overview Purchasing a Document Build When to Use the HTML Doc...
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Document Packages
This article describes the functionality built into "Document Packages" to improve document building and management within the CRM. It is broken up into the following sections: Overview What are T...