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Setting Guide
How do I update my password?
How to Clear Browser Cache
What is a dashboard panel?
What is a To Do?
What type of measures has Cool Life CRM taken to ensure disaster recovery?
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Client Portal Instructions
How do I create a client portal account?
How do I submit a request to your team?
How do I view the status of my request?
What is the best way to ensure I never miss a message from Cool Life's team?
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CRM
How can I place a list in my "favorites"?
How can I update a record?
How do I change a contact's associated company?
How do I filter a group?
What is a company record?
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Project Manager
What is a milestone?
What is a project?
What is a task?
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Marketing
How do I create a template?
How is an opt-out created?
How many times can I send a deployment to my approval list?
What are Approval E-mail Addresses?
What are deployment types?
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Reports
Can I export my reports?
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Content
Can I have more than one menu on my website?
How do I add a sermon to my church's website?
How do I link a document in my website?
What are keywords?
What is keyword density?
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Data Rooms
File Name and Folder Path Compatibility
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