Onboarding

Your guide to getting started with offrs.com

22 articles in this collection
Written by Thomas Hall, Lissette Callejas, and Phoebe Mac

Getting Started

An introduction to Offrs.com
Written by Thomas Hall
Updated over a week ago

Introduction Videos

These videos will help you gain an understanding of our platform.
Written by Lissette Callejas
Updated over a week ago

Navigating the Home Screen

This article will give you information about the Home screen on your account homepage.
Written by Phoebe Mac
Updated over a week ago

Updating Your Profile Information

This article covers updating your profile with your name, company, email, phone, website, and address.
Written by Lissette Callejas
Updated over a week ago

Changing Your Password

This article will show you how to change your account Password.
Written by Phoebe Mac
Updated over a week ago

Uploading a Photo & Logo Image

This article will show you how to Upload your Photo and Logo to use in your Campaigns.
Written by Phoebe Mac
Updated over a week ago

Signatures Page

This article will show you where you can start Creating your Signatures.
Written by Phoebe Mac
Updated over a week ago

Setting Up Your TXT Number

This in depth article will explain how and why to setup your Text Number for your Text Message Campaign.
Written by Phoebe Mac
Updated over a week ago

Territory Page

This article will show you the basics of the Territory Page.
Written by Phoebe Mac
Updated over a week ago

Upload Sphere Contacts Page

This article will show you the basics of how to use the Upload Sphere Contacts Page.
Written by Phoebe Mac
Updated over a week ago

Lead Report Page

This article will explain the basics of the Lead Report Page.
Written by Phoebe Mac
Updated this week

Smart Sites Page

This article will show you how to access the Smart Sites Page.
Written by Phoebe Mac
Updated over a week ago

Connectors Page

This article will show you how to access the Connectors Page.
Written by Phoebe Mac
Updated over a week ago

Tags Page

This article will give you a basic explanation of the Tags Page.
Written by Phoebe Mac
Updated over a week ago

Teams Page

This article will show you the basics of the Teams Page.
Written by Phoebe Mac
Updated over a week ago

Lead Routing Page

This article will explain the basics of how to use the Lead Routing Page.
Written by Phoebe Mac
Updated over a week ago

Templates Page

This article will show you the basics of the Templates Page
Written by Phoebe Mac
Updated over a week ago

Autopilot Page

This article will show you the basics of the Autopilot Page.
Written by Phoebe Mac
Updated over a week ago

Billing Page

This article will give you show you the basics of the Billing Page.
Written by Phoebe Mac
Updated over a week ago

Licenses Page

This article will show you the basics of the Licenses Page
Written by Phoebe Mac
Updated over a week ago

People Tab

This article will show you the Basics of the People Tab.
Written by Phoebe Mac
Updated this week

Campaigns Tab

This article will explain the basics of the Campaigns Tab.
Written by Phoebe Mac
Updated this week