Settings

A Walkthrough of Your Account Settings
Thu, Apr 22, 2021 at 2:22 PM
How To Add In A Team Member
Thu, Apr 22, 2021 at 2:22 PM
Setting Up Your Domain
Looking to setup your domain inside the Connect My Leads CRM?  Depending on where your domain is being hosted, there will be different steps for you to foll...
Wed, May 12, 2021 at 3:09 PM
How To Integrate Zoom Into Connect My Leads
1. Login to app.connectionincorporated.com 2. Head over to Settings > Profile 3. Scroll down until you find Integrations 4. Click the blue Co...
Thu, May 13, 2021 at 11:28 AM
How To Record A Voicemail
This step isn't necessary, as all calls from the Connect My Leads CRM as forwarded to your phone number and the caller will hear your voicemail you have...
Fri, Nov 11, 2022 at 11:17 AM
How To Add/ Modify/ Delete Tags
A great way to stay organized with your contacts inside the software is by applying tags to them.  For example, when you're uploading a list of your pas...
Wed, Jun 30, 2021 at 5:00 PM
Missed Call Text Back
The Missed Call Text Back feature is a great feature to use if you want to set up the automation if someone gives you a call and you miss that call, the sof...
Wed, Sep 15, 2021 at 2:52 PM
How To Add In A CML Phone Number
Thu, Sep 16, 2021 at 2:00 PM
How to add a File Uploaded as a Custom Field
1. Log in to app.connectionincorporated.com 2. In the navigation bar on the left-hand side, select Settings  3. Select Custom Fields at the top of the pag...
Tue, Nov 9, 2021 at 12:30 PM
How to Track Your Facebook and Google Ads inside Connect My Leads
To track your Facebook and Google Ads inside the Connect My Leads software, you will need to integrate your Facebook and/or Google Ads accounts inside the C...
Tue, Nov 9, 2021 at 12:44 PM