Search found 16 matches

by Rosie2259
Thu Jul 20, 2017 10:52 am
Forum: Help / How to use AllProWebTools
Topic: Client Portal
Replies: 1
Views: 1365

Client Portal

I have read about clients logging in to a portal within AllPro.
Is that a thing? Can we provide clients with log in info so they can see updates on what we are working on?
I could not find any videos on it, just a password reset option.
by Rosie2259
Wed Jul 19, 2017 6:53 pm
Forum: Help / How to use AllProWebTools
Topic: Gmail inbox integration
Replies: 5
Views: 2734

Re: Gmail inbox integration

I would be interested in seeing all sent email from AllPro populate in my "sent" gmail folder as well.
by Rosie2259
Fri Nov 11, 2016 10:43 am
Forum: Suggestions / Feature Requests
Topic: WOM Leads
Replies: 7
Views: 5861

Re: WOM Leads

Thank you for the update.
by Rosie2259
Wed Nov 09, 2016 10:31 am
Forum: Suggestions / Feature Requests
Topic: WOM Leads
Replies: 7
Views: 5861

Re: WOM Leads

Contact ID is 189.
Thank you
by Rosie2259
Fri Nov 04, 2016 4:20 pm
Forum: Suggestions / Feature Requests
Topic: WOM Leads
Replies: 7
Views: 5861

Re: WOM Leads

We have a client who has referred more than 15 people to us. On the downline, we can only see some. The rest are blocked by the Account Insight box and I can't move it.
I can't seem to find a way around it.
Help!!
by Rosie2259
Fri Nov 04, 2016 4:13 pm
Forum: Help / How to use AllProWebTools
Topic: merging contact
Replies: 12
Views: 11688

Re: merging contact

I see Reset Password, Send Password, Convert to Reseller, and delete
by Rosie2259
Tue Oct 18, 2016 3:42 pm
Forum: Help / How to use AllProWebTools
Topic: merging contact
Replies: 12
Views: 11688

Re: merging contact

I'm not showing a merge contact option on the drop down menu. : (
by Rosie2259
Fri Sep 30, 2016 4:23 pm
Forum: Help / How to use AllProWebTools
Topic: Payment Method
Replies: 7
Views: 7910

Re: Payment Method

Yes. That helps. Thank you...
by Rosie2259
Fri Sep 30, 2016 3:02 pm
Forum: Help / How to use AllProWebTools
Topic: Payment Method
Replies: 7
Views: 7910

Re: Payment Method

Is there a way to direct the checkout button to our Amazon account?
by Rosie2259
Wed Sep 14, 2016 4:18 pm
Forum: Help / How to use AllProWebTools
Topic: Individual and Business Contacts
Replies: 4
Views: 1995

Re: Individual and Business Contacts

I understand....thank you!!
by Rosie2259
Wed Sep 14, 2016 3:01 pm
Forum: Help / How to use AllProWebTools
Topic: Individual and Business Contacts
Replies: 4
Views: 1995

Re: Individual and Business Contacts

Thank you Elijah,
One thing I'm unsure of, If you were to go into the "business" CRM contacts, instead of the "individual, I'm not sure where to find it?
I thought there was only 1 contact list. Where do I find the Business CRM contact?
by Rosie2259
Tue Sep 13, 2016 12:03 pm
Forum: Help / How to use AllProWebTools
Topic: Individual and Business Contacts
Replies: 4
Views: 1995

Individual and Business Contacts

I have a question. We have many individual clients, and some also have businesses, that are treated as a separate entity. Is there a way to add each business as a separate contact with the same email as the individual who owns the business? When I have tried to add a business as a contact, the syste...
by Rosie2259
Tue May 24, 2016 3:16 pm
Forum: Help / How to use AllProWebTools
Topic: Saving Info
Replies: 1
Views: 3794

Saving Info

I know how to export my contact list, but is there a way to save (download/export) all the tasks, notes and information saved in their file to archive on my own?
by Rosie2259
Mon Apr 04, 2016 2:05 pm
Forum: Report a Bug
Topic: Emails Not Being Sent
Replies: 12
Views: 26545

Re: Emails Not Being Sent

Ok. I think I set up an account with Mailgun, but I am not too computer saavy when it comes to setting up domains and linking AllPro with Mailgun.
I am going to need some help with this, if possible.
by Rosie2259
Mon Apr 04, 2016 12:45 pm
Forum: Report a Bug
Topic: Emails Not Being Sent
Replies: 12
Views: 26545

Re: Emails Not Being Sent

Thank you for your response.
So, what is the $10.00 per month Email Marketing add-on we are paying for? I thought this would cover all email marketing.

rosie
by Rosie2259
Mon Apr 04, 2016 10:26 am
Forum: Report a Bug
Topic: Emails Not Being Sent
Replies: 12
Views: 26545

Re: Emails Not Being Sent

Can someone help me? I am having the same issue. Emails show that they are being sent, but out clients are not getting them. I sent myself a few test emails and I am not getting them either. I watched the video and my SMTP Settings are set up with Mandrill already. We rely a lot on the emails we sen...