Account Settings

Check here for answers to our most common questions.

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46 articles in this collection
Written by Phoebe Mac, Thomas Hall, and Jeff Shapiro and 2 others
Advanced

Unlocking the 'Advanced' Items in your Account Settings

How to unlock the Advanced section of your Account Settings if they are locked
Written by Thomas Hall
Updated over a week ago

Creating a Smart Site

This article will show you how to setup your Smart Site.
Written by Lissette Callejas
Updated over a week ago

Editing Your Smart Site

This article will show you how to make changes to your custom Smart Site.
Written by Lissette Callejas
Updated over a week ago

Adding a different Logo to your Smart Site

This article will show you how to replace the Logo on your Smart Site.
Written by Thomas Hall
Updated over a week ago

Deleting a Smart Site

This article will show you how to Delete one of your Smart Sites.
Written by Thomas Hall
Updated over a week ago

Redirecting Your Custom Domain to Your Smart Site

This article will explain what you need to do use a Custom Domain with your Smart Site.
Written by Jeff Shapiro
Updated over a week ago

Using Connectors to Integrate Your CRM

This article will show you how to integrate a CRM with your Offrs account.
Written by Thomas Hall
Updated over a week ago

Sending Leads to Commissions Inc.

This article will show you how to send Leads to Commissions Inc.
Written by Thomas Hall
Updated over a week ago

Sending Leads to Less Annoying CRM

This article will show you how to connect your offrs account with Less Annoying CRM.
Written by Jeff Shapiro
Updated over a week ago

How to Get Your Email From Kunversion

This article will show you how to connect to Kunversion.
Written by Thomas Hall
Updated over a week ago

Global Tags

This article briefly explains each type of pre-populated Tag in your Offrs account.
Written by Thomas Hall
Updated over a week ago

Creating a Custom Tag

This article will show you how to create a Custom Tag.
Written by Thomas Hall
Updated over a week ago

Tag Shortcuts

This article will explain what Tag Shortcuts are.
Written by Thomas Hall
Updated over a week ago

Adding a Shortcut to a Tag

This article will show you how to add a Tag to the People Menu.
Written by Thomas Hall
Updated over a week ago

Editing a Tag

This article will show you how to Edit a custom Tag you created.
Written by Thomas Hall
Updated over a week ago

Setting up & Running Tag Rules

This article will show you how to set up and run Rules for your Custom Tags.
Written by Thomas Hall
Updated over a week ago

Deleting a Tag

This article will show you how to Delete a Tag.
Written by Thomas Hall
Updated over a week ago

Creating a Team

This article will show you how to create a Team.
Written by Andre Goncalves
Updated over a week ago

Deleting a Team

This article will show you how to delete a Team.
Written by Thomas Hall
Updated over a week ago

Adding a Team Member

This article will show you how to add a Team Member to a Team.
Written by Thomas Hall
Updated over a week ago

Removing a Team Member

This article will show you how to remove Team Member you added to one of your Teams.
Written by Thomas Hall
Updated over a week ago

Viewing Members in a Team

This article will show you how to view the Team Members you've added to your Team.
Written by Thomas Hall
Updated over a week ago

Routing Leads to One or More Team Members

This article will show you how to Rout Leads to one or more Team Members.
Written by Thomas Hall
Updated over a week ago

Finding my Routed Leads

This article will show you how to find the Leads routed to you by your Team Leader. Even if you don't have a shared Territory.
Written by Thomas Hall
Updated over a week ago

Turning off Lead Routing

This article will show you how to turn off Lead Routing. That means Leads will no longer be sent to a Team Member.
Written by Thomas Hall
Updated over a week ago

Turning on Email Notifications for Lead Routing

This article will show you how to turn on Email Notification when setting up Lead Routing.
Written by Thomas Hall
Updated over a week ago

Deleting a Lead Route

This article will show you how to delete a Lead Route.
Written by Thomas Hall
Updated over a week ago

Setting up your Global Tag Drip Campaigns

This article will show you how to start setting up your Autopilot Campaigns for global tags using the Templates page.
Written by Thomas Hall
Updated over a week ago

Setting up your Autopilot page

This article will show you how the Autopilot page. This will launch your Autopilot drip Campaigns.
Written by Thomas Hall
Updated over a week ago