Settings Overview

Created by: Emma Johnston

Last updated: September 25, 2021

Settings

NOTE: Depending on your user permissions, you may see different options in your settings.

PROFILE

Profile is where you add your personal information, update your email signature, integrate with zoom, and connect your calendar.

  • Personal Data – Add name, email, phone number, personal logo. Click Update Profile to save.
  • Email Signature – Add an email signature and change outgoing message settings. Click Save to save.
  • Integrations – Connect your Zoom account for appointments.
  • Change Password – Change your password. We recommend using a secure, unique password. Click Update Password to save.
  • User Availability – Change your location, time zone, and available hours. For round-robin calendars, this helps you define available hours for each team member.
  • Calendar Configuration – After you have added your Google calendar in integrations, you can connect your primary calendar and conflict calendars.

NOTE: You can attach your email signature to all outgoing messages as well as before the quoted text (previous emails in the chain) in an email reply. This will show you how to select either or both of those options. In the Email Signature section, tick the two boxes above the Email Signature, depending on what your preferences are. Press Save. 

BUSINESS INFO

Business Info is where you can input your business information. This includes your company name, address, phone number, website, company logo, and any other information pertaining to your business.

  • Upload, change, or remove a logo
  • Company information, including name, email, phone number, website
  • API Key (for API integrations)
  • Setup company address
  • Time Zone – this will impact your triggers, appointment booking, and more
  • General settings where you can toggle on/off: Allow duplicate contact, Allow duplicate opportunity, Merge Facebook Contacts by Name, Disable Contact Time Zone

MY STAFF > TEAM MANAGEMENT

Team Management is where you can manage your team’s information. Here, you can add, edit, and delete team members. You can also change their user permissions.

  • User Info – you can add a personal logo for each user too. For each employee, fill out their basic information (name, email, phone number, and phone extensions). You can set or reset passwords for each user. You can create an email signature for each user (which can be helpful for any campaigns they are assigned to) and you can also assign a specific calendar to the user.
  • User Permissions – you will only be able to change these if you are an admin for your account. If you are a user, you will not have access to this. If you are the administrator, you can toggle on and off the various permissions for the users within your team.
  • User Role – you can assign the user to be a general user or an admin. Again, you will only have access to this if you are an admin.
  • Call and Voicemail settings – here you can add an inbound SuperCoach CRM number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.
  • User availability – lets you set up the default availability for each user.
  • User Calendar Configuration – allows you to connect a Google calendar for a user, if they want to sync their calendar in the system with a Google calendar.

MY STAFF > TEAMS

Teams is used for team calendars. In this section, you can add, edit, or remove teams of users in your system (or services).

PIPELINES

Pipelines is how you organize the flow of leads through your CRM. You can create pipeline stages to track your leads through different stages. For example, you may have your leads begin in the prospect stage, then move to booked call/appointment, then sold. You can customize this section and the pipeline stages however makes sense for your business.

Business Services

PIPELINES

Pipelines is how you organize the flow of leads through your CRM. You can create pipeline stages to track your leads through different stages. For example, you may have your leads begin in the prospect stage, then move to booked call/appointment, then sold. You can customize this section and the pipeline stages however makes sense for your business.

REPUTATION MANAGEMENT

Reputation Management is used for requesting reviews.

  • Review Link – generate a Google My Business review link to use in emails and SMS messages.
  • Customize Communication – decide what happens when you click the review request and where you can select a custom schedule for review requests.
  • Emails – where you can set up the email template for the review request function.
  • SMS – where you can set up the SMS message template for the review request function.
  • Review Widget – Review Widget can capture testimonials, so long as you have your Google and/or Facebook integrated. It can pull them up and generate the code to have them referenced on your website, calendar, funnel, or wherever you have the widget.

PHONE NUMBERS

Phone Numbers is where you can add outbound numbers, forwarding numbers, and number pools

CALENDARS

Calendars is where you can create and manage your calendars. Please review to our other tutorials for full calendar setup specifics.

Other Settings

INTEGRATIONS > INTEGRATIONS

Integrations is where you can connect other systems, programs, and applications that integrate with your system. Most common integrations include Google (to sync with GMB and calendar appointments), Facebook (to sync with ads), and Instagram (for direct messaging).


INTEGRATIONS > FACEBOOK FORM FIELDS MAPPING

Facebook Form Fields Mapping will work only if you have the Facebook integration setup. If you’re running Facebook leads and using Facebook forms, you can map the fields from Facebook into the system. You will need to map the fields to work properly in the system.

CUSTOM FIELDS

Custom Fields is where you can organize and manage your custom fields. You can create these in the form and survey builder, and they will be listed/organized here. Custom fields are used to create/capture specific fields of information in your system. If you work in a specific niche or industry and have your contacts fill out a form with specific information related to their health, income, etc. you may want that captured information to be saved in a ‘field’ in their contact record. Since the system is designed to capture general information, you can customize it to capture this more specific information.

TAGS

Tags are a great way to organize contacts. Tags can be used to sort lists of prospects vs. cold leads, different groups of clients, sort contacts by how they came into your system, and more. Tags can be used to trigger events in the system. Here, you can manage your list of tags.

CUSTOM VALUES

Custom values are dynamically updating mini codes you can use in email templates, triggers, SMS, and more to pull in information.

DOMAINS

Domains is where you add in your domain or subdomains (the address people type into the web browser URL to visit your website)

SMTP AND MAILGUN SERVICES

This is where you can add an email, set up a forwarding address, and setup a BCC for all emails. We use MailGun as the default provider. We can customize the via address to match your domain.

If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].

The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).

For information about our Christmas opening hours, click here.

© 2024 SuperCoach CRM

Terms and Conditions // Privacy Policy