{"id":587,"date":"2026-03-10T10:08:48","date_gmt":"2026-03-10T10:08:48","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?page_id=587"},"modified":"2026-03-13T10:12:33","modified_gmt":"2026-03-13T10:12:33","slug":"faqs","status":"publish","type":"page","link":"https:\/\/onesystemcrm.com\/help\/faqs\/","title":{"rendered":"FAQs"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"587\" class=\"elementor elementor-587\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-41e2b85 e-flex e-con-boxed e-con e-parent\" data-id=\"41e2b85\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;shape_divider_bottom&quot;:&quot;waves&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M421.9,6.5c22.6-2.5,51.5,0.4,75.5,5.3c23.6,4.9,70.9,23.5,100.5,35.7c75.8,32.2,133.7,44.5,192.6,49.7\n\tc23.6,2.1,48.7,3.5,103.4-2.5c54.7-6,106.2-25.6,106.2-25.6V0H0v30.3c0,0,72,32.6,158.4,30.5c39.2-0.7,92.8-6.7,134-22.4\n\tc21.2-8.1,52.2-18.2,79.7-24.2C399.3,7.9,411.6,7.5,421.9,6.5z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44873a1 elementor-widget elementor-widget-heading\" data-id=\"44873a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">FAQs\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b7dfdf2 e-flex e-con-boxed e-con e-parent\" data-id=\"b7dfdf2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ef238f elementor-widget elementor-widget-betterdocs-faq\" data-id=\"1ef238f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"betterdocs-faq.default\">\n\t\t\t\t\t<div\n\tclass=\"betterdocs-faq-wrapper layout-classic icon-after betterdocs-faq-layout-2 betterdocs-shortcode\">\n\t<h2 class=\"betterdocs-faq-layout-2 betterdocs-faq-section-title\">Frequently Asked Questions<\/h2>\n\t<div class=\"betterdocs-faq-inner-wrapper\">\n\t\t<div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">General Questions<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan beginners use OneSystemCRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. The platform is designed with simple navigation, drag-and-drop builders, and automation templates to help beginners get started quickly.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tDo I need technical skills to use OneSystemCRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>No. OneSystemCRM is designed to be user-friendly and easy to use. Most features use visual builders and simple configuration settings, so you can start using the platform without advanced technical knowledge.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is OneSystemCRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>OneSystemCRM is an all-in-one business management platform that helps businesses manage leads, automate marketing, and communicate with customers in one place.<\/p>\n<p>It combines several tools into a single system, including:<\/p>\n<ul>\n<li>CRM and lead management<\/li>\n<li>Email and SMS automation<\/li>\n<li>Funnels and landing pages<\/li>\n<li>Appointment booking calendars<\/li>\n<li>Unified conversations inbox<\/li>\n<li>Marketing campaigns and analytics&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWho can use OneSystemCRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>OneSystemCRM is designed for:<\/p>\n<ul>\n<li>Small businesses<\/li>\n<li>Marketing agencies<\/li>\n<li>Sales teams<\/li>\n<li>Consultants and coaches<\/li>\n<li>Service-based businesses<\/li>\n<\/ul>\n<p>Any business that wants to manage leads and automate marketing can benefit from the platform.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I use OneSystemCRM for multiple businesses?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can manage multiple pipelines, contacts, and marketing campaigns for different businesses or departments.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">CRM &amp; Contacts<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat are tags in the CRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Tags help categorize contacts.<\/p>\n<p>Examples:<\/p>\n<ul>\n<li>New Lead<\/li>\n<li>VIP Client<\/li>\n<li>Webinar Attendee<\/li>\n<li>Interested in Product A<\/li>\n<\/ul>\n<p>Tags allow you to filter contacts and send targeted campaigns.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I import contacts into the CRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can upload a <strong>CSV file<\/strong> containing your contacts.<\/p>\n<p>Steps:<\/p>\n<ol>\n<li>Go to <strong>CRM \u2192 Contacts<\/strong><\/li>\n<li>Click <strong>Import Contacts<\/strong><\/li>\n<li>Upload your CSV file<\/li>\n<li>Map the fields<\/li>\n<li>Start the import&nbsp;<\/li>\n<\/ol>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is the CRM used for?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>The CRM stores all your contacts, leads, and customers in one centralized location.<\/p>\n<p>You can:<\/p>\n<ul>\n<li>Track interactions<\/li>\n<li>Manage deals<\/li>\n<li>Store contact information<\/li>\n<li>Organize leads using tags&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tHow do I add a new contact?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<ol>\n<li>Go to <strong>CRM<\/strong><\/li>\n<li>Click <strong>Contacts<\/strong><\/li>\n<li>Select <strong>Add Contact<\/strong><\/li>\n<li>Enter the contact details<\/li>\n<li>Click <strong>Save<\/strong>&nbsp;<\/li>\n<\/ol>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I track interactions with contacts?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Each contact profile stores a timeline of:<\/p>\n<ul>\n<li>Emails<\/li>\n<li>SMS messages<\/li>\n<li>Calls<\/li>\n<li>Notes<\/li>\n<li>Appointments&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Pipelines &amp; Opportunities<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I create multiple pipelines?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can create pipelines for different services, products, or teams.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is a pipeline?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>A pipeline represents your sales process.<\/p>\n<p>Example pipeline stages:<\/p>\n<ul>\n<li>New Lead<\/li>\n<li>Contacted<\/li>\n<li>Qualified<\/li>\n<li>Proposal Sent<\/li>\n<li>Won<\/li>\n<li>Lost&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tHow do I move a lead in a pipeline?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Simply <strong>drag and drop the lead card<\/strong> into the next stage.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is an opportunity?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>An opportunity represents a potential deal connected to a contact in your pipeline.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Automation &amp; Workflows<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan workflows send SMS messages?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Workflows can send automated SMS messages to contacts.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat are workflow triggers?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Triggers start the workflow.<\/p>\n<p>Examples include:<\/p>\n<ul>\n<li>Form submitted<\/li>\n<li>New contact added<\/li>\n<li>Appointment booked<\/li>\n<li>Tag applied&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat can workflows automate?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Workflows can automate:<\/p>\n<ul>\n<li>Emails<\/li>\n<li>SMS messages<\/li>\n<li>Tagging contacts<\/li>\n<li>Pipeline updates<\/li>\n<li>Task creation<\/li>\n<li>Notifications&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is marketing automation?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Marketing automation allows the system to perform tasks automatically when a specific trigger occurs.<\/p>\n<p>Example:<\/p>\n<p>Trigger \u2192 Form submission<\/p>\n<p>Action \u2192 Send welcome email&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tHow do I create a workflow?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<ol>\n<li>Go to <strong>Automation<\/strong><\/li>\n<li>Click <strong>Workflows<\/strong><\/li>\n<li>Click <strong>Create Workflow<\/strong><\/li>\n<li>Select a trigger<\/li>\n<li>Add actions<\/li>\n<li>Publish the workflow&nbsp;<\/li>\n<\/ol>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Funnels &amp; Landing Pages<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan funnels trigger automations?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Funnel form submissions can trigger workflows.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I collect leads through funnels?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can add forms to capture:<\/p>\n<ul>\n<li>Names<\/li>\n<li>Emails<\/li>\n<li>Phone numbers<\/li>\n<\/ul>\n<p>These leads are automatically added to the CRM.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tDo I need coding skills to build funnels?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>No. The funnel builder uses a <strong>drag-and-drop editor<\/strong>.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat can I build with the funnel builder?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>You can create:<\/p>\n<ul>\n<li>Landing pages<\/li>\n<li>Sales pages<\/li>\n<li>Lead capture pages<\/li>\n<li>Thank-you pages<\/li>\n<li>Checkout pages&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is a funnel?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>A funnel is a sequence of pages designed to convert visitors into leads or customers.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Calendars &amp; Appointments<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan appointments trigger workflows?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Booking an appointment can start automation workflows.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I send appointment reminders?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. The system can automatically send:<\/p>\n<ul>\n<li>Email reminders<\/li>\n<li>SMS reminders&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tHow do customers book appointments?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Customers use your <strong>booking link<\/strong> to choose a time slot.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is the calendar feature?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>The calendar feature allows customers to book appointments online.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tHow do I create a booking calendar?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<ol>\n<li>Go to <strong>Calendars<\/strong><\/li>\n<li>Click <strong>Create Calendar<\/strong><\/li>\n<li>Set availability<\/li>\n<li>Configure meeting duration<\/li>\n<li>Save&nbsp;<\/li>\n<\/ol>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Conversations<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan multiple team members handle conversations?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Conversations can be assigned to team members.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I reply directly from the inbox?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can respond to customers directly from the Conversations dashboard.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat communication channels are supported?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>You can manage:<\/p>\n<ul>\n<li>Email messages<\/li>\n<li>SMS messages<\/li>\n<li>Website messages&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is the Conversations inbox?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>The Conversations inbox allows you to manage all messages from customers in one place.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Marketing Campaigns<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I track campaign performance?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can track:<\/p>\n<ul>\n<li>Open rates<\/li>\n<li>Click rates<\/li>\n<li>Conversions&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I schedule campaigns?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Campaigns can be sent immediately or scheduled for later.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat types of campaigns can I create?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>You can create:<\/p>\n<ul>\n<li>Email campaigns<\/li>\n<li>SMS campaigns<\/li>\n<li>Promotional campaigns<\/li>\n<li>Newsletter campaigns&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat are marketing campaigns?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Campaigns allow you to send messages to multiple contacts at once.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Analytics &amp; Reporting<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I export reports?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. Data can be exported for reporting or analysis.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat analytics does OneSystemCRM provide?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Analytics dashboards show:<\/p>\n<ul>\n<li>Leads generated<\/li>\n<li>Sales pipeline value<\/li>\n<li>Campaign performance<\/li>\n<li>Conversion rates&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Integrations<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhat is Zapier integration?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Zapier allows OneSystemCRM to connect with thousands of other apps automatically.<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tDoes OneSystemCRM integrate with other platforms?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. The platform supports integrations such as:<\/p>\n<ul>\n<li>Google services<\/li>\n<li>Facebook lead forms<\/li>\n<li>Zapier<\/li>\n<li>Webhooks&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Account &amp; Settings<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I change notification settings?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can customize email and SMS notifications.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I update my business information?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can update company details inside <strong>Account Settings<\/strong>.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tCan I add team members?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Yes. You can invite team members and assign roles.&nbsp;<\/p>\n<\/div>\n<\/div><\/li><\/ul><div class=\"betterdocs-faq-title\">\n\t<h3 class=\"betterdocs-faq-title-tag\">Troubleshooting<\/h3><\/div>\n<ul class=\"betterdocs-faq-list\"><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhy are workflows not running?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Check:<\/p>\n<ul>\n<li>Workflow status<\/li>\n<li>Trigger configuration<\/li>\n<li>Contact conditions&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhy can&#8217;t customers book appointments?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Possible causes:<\/p>\n<ul>\n<li>Calendar availability not set<\/li>\n<li>Timezone configuration issue<\/li>\n<li>Booking page not published&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhy are leads not appearing in CRM?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Possible causes:<\/p>\n<ul>\n<li>Form not connected<\/li>\n<li>Workflow trigger missing<\/li>\n<li>Filters applied&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><li><div class=\"betterdocs-faq-group\"><div class=\"betterdocs-faq-post\">\n\t<div class=\"betterdocs-faq-post-icon-group\"><svg class=\"betterdocs-faq-iconplus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M18 10h-4V6h-4v4H6v4h4v4h4v-4h4\"><\/path><\/svg><svg class=\"betterdocs-faq-iconminus\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\"><path fill=\"#000000\" d=\"M6 10h12v4H6z\"><\/path><\/svg><\/div>\t<p class=\"betterdocs-faq-post-name\">\n\t\tWhy are my emails not sending?\t<\/p>\n\t<\/div>\n<div class=\"betterdocs-faq-main-content\">\n\t<p>Possible reasons:<\/p>\n<ul>\n<li>Email service not connected<\/li>\n<li>Sender email not verified<\/li>\n<li>Incorrect email configuration&nbsp;<\/li>\n<\/ul>\n<\/div>\n<\/div><\/li><\/ul>\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>FAQs Frequently Asked Questions General Questions Can beginners use OneSystemCRM? Yes. The platform is designed with simple navigation, drag-and-drop builders, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-587","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/pages\/587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=587"}],"version-history":[{"count":25,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/pages\/587\/revisions"}],"predecessor-version":[{"id":913,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/pages\/587\/revisions\/913"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}