Onboarding

Your guide to getting started with offrs.com

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22 articles in this collection
Written by Thomas Hall, Lissette Callejas, and Phoebe Mac and 5 others

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 give you information about the Home screen on your account homepage.
Written by Thomas Hall
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 demonstrate how to add a photo and logo to your profile.
Written by Bob Poole
Updated over a week ago

Viewing Your Signatures

This will show you how to view your Signatures in your account.
Written by Ryan M.
Updated over a week ago

Setting Up Your TXT Number

This articles will show you how to set up your TXT Number.
Written by Assunta Swier
Updated over a week ago

Introduction to the Territory Page

This article will show you how to access the Territory page.
Written by Jeff Shapiro
Updated over a week ago

Introduction to the Upload Sphere Contacts Page

This article will show you how to access the Upload Sphere Contacts page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Smart Sites Page

This article will show you how to access the Smart Site page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Connectors Page

This article will show you how to access the connectors page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Tags Page

This article will give you a brief overview of keywords, Tags, and Tagging.
Written by Keoki Trask
Updated over a week ago

Introduction to the Teams Page

This article will show you how to access the Teams feature.
Written by Thomas Hall
Updated over a week ago

Introduction to the Lead Routing Page

This article will tell you what Lead Routing is.
Written by Jeff Shapiro
Updated over a week ago

Introduction to the Templates Page

This article will show you how to get to the Templates Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Autopilot Page

This article will show you how to access the Autopilot Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Billing Page

This article will go over the features of the Billing Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Licenses Page

This article will show you how to view your Licenses.
Written by Thomas Hall
Updated over a week ago

Introduction to People

This article will show you how you can start viewing your People.
Written by Thomas Hall
Updated over a week ago

Introduction to Campaigns

This Article will show you where to view your Campaigns.
Written by Thomas Hall
Updated over a week ago

Get Help with Live Chat

This article will show you how quickly reach out to our Team.
Written by Thomas Hall
Updated over a week ago