Billing

• Billing Management
• Cancel Your Account
• Changing Your Subscription Plan

Business Registration

• How to Register Your Phone Numbers
• Business Registration: Canada
• Create a Business Page with a Contact Form
• EIN Application
• How to Obtain Proper Opt-In Consent on your Website

Customizations

• Changing a Lead Stage
• Custom Stages
• Delete a Lead Source
• Folders for Action Plans and Templates
• Invitation Emails for Appointments
• Power-Up: Agent Owned Action Plans

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Team

• Appointments & Events
• Changing Account Owner
• Creating or Changing Your Password
• Deleting a User from Your Account
• Filter List By Assigned User
• Force Logout on Mobile Apps

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