The admin console is the central hub where all the setup for an account is located. It encompasses various aspects such as lead distribution, follow-up processes, account management, integrations with other systems, and customization options. 

Overview

The Overview tab is your go-to place for accessing admin tools. 

Lead Flow 

The owner and admin users can manage their web lead sources on the Lead Flow page. 

Groups

The owner and admin users can create and edit Lead Flow Groups for lead distribution. 

Teams

The owner and admin users can manage users and their permissions on the Teams tab.

Action Plans

Automatically send an initial text autoresponder, trigger drip emails, assign tasks, and so much more with Action Plans.

Automations

 Automate your workflow and maximize key lead events with Automations.

Ponds

Owner and admin users can use Ponds for their team to activity grab and work leads.

Email Templates

Create and edit Email Templates for automated and frequently sent emails. 

Text Templates

Create and edit Text Templates for frequently sent texts. 

Import

Import a file or view previous imports. 

Custom Fields

The owner and admin users can manage and create Custom Fields. 

Billing

The owner can manage their subscription plan, calling add-ons, and Billing information.

Stages

The owner and admin users can view and create Custom Stages. 

Phone Numbers

The owner and admin users can manage their FUB Numbers.

Tags

The owner and admin users can manage Tags and Auto-Tagging (owner only).

Integrations

Manage your team's direct integrations on the Integrations tab. 

Company

The owner and admin users can manage and edit their Company information. 

API

Create and manage API Keys within your account. 

Appointments 

The owner can edit and create appointment types and outcomes that are used for Appointment Creation.