To add a user:
It’s that easy. Now you’re that much closer to collaborating with teammates.
We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.
First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.
Need more info? This video covers the steps you need to take to import your data into Essentials. We also offer a great workshop on adding your data if you prefer talking to one of our friendly experts.
Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.
To see your leads:
List Views and the filters used with them determine how much of your data you can see. The good news? Changing your list view is a simple fix.
To see all your data, you can either:
Choose step #7 on the Setup Assistant on the home screen to remove all trial data.
We offer two payment options — monthly and annual. If you want to pay on a monthly basis, it’s $35 a month for each user. Otherwise, it’s $300 a year for each user up front, which comes to $25 a month.
To purchase Essentials:
Welcome to Essentials! We’re excited to help you build a better business.
To view your subscription:
To update billing info:
You can also reach our Customer Service Billing team here.
To change the home screen layout:
This will take you to a page layout of what your home screen currently looks like. And voila! You can now move or erase components on your home screen. Need more info? This article walks you through the steps. You can also learn more about customizing dashboards in one of our hands-on workshops.
To create a support ticket:
Friendly reminder to give our support team as much context and info you can provide so they can better help you.