Settings
By VipeCloud Support and 1 other2 authors38 articles
- Forgot Password / Can't Log In
- How Does VipeCloud Handle Duplicate Contacts?
- Email Sync & Domain Setup
- Free Email Address Drawbacks
- How To Fix Apple Mail Blocks (Local Policy Bounce)
- Customize Your Sidebar
- Customizable Item Layouts
- Guide To VipeCloud Payment Fees
- Quick Actions
- Add VipeCloud To Your Safe Senders List
- Changes To Delivering To Gmail Users In 2024
- Refer Customers
- Set Your Login Page
- Unsubscribe Link Settings
- How To Get Email Notifications For Clicks & Opens
- Sidebar Walkthrough
- Notification Settings
- Walkthrough of VipeCloud's Settings
- Custom Fields 101
- Sign Up For VipeCloud Affiliate Program
- How To Use Chat Widget For Support
- Managing Your Multi-Seat Account's Users
- Understanding Your Member-Level User Account in a Multi-Seat VipeCloud Account
- Campaign Registry Form Best Practices
- How To Add a Custom Icon to a Mobile Landing Page Shortcut
- Sub User Content Transfer Guidelines
- Joining an Existing VipeCloud Account: How To Activate Your User Login
- Bottom Navigation Bar in the Mobile App
- How to Use the Navigation Bar
- How to Mass Update Contacts Using a CSV Re-Import
- How To Use User Merge Tags To Future-Proof Your Template Updates
- How To Share Templates With Other Accounts Using External Sharing
- How To Make Custom Field Rows Easily Readable
- How to Organize Your Custom Fields with Categories
- How To Use Tags To Organize Your Contacts
- How to Organize and Manage Templates In Folders
- Settings: Customize Your CRM SetupA walkthrough of the Customize page in Settings, covering object display names, fields, layouts, pipelines, tasks, and general account settings.
- Email Settings Page WalkthroughEmail Settings: signature, office address, delivery, privacy policy, and advanced email settings.