Web Geek’s

Support Library

Through our instructional and directional articles and video, our goal is to offer as much informational assistance to our clients as possible. Should you need further assistance please send us a support ticket and a team member will contact you within 24 business hours.

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Contacts – Smart Lists

Making Organisation A Simple And Efficient Process In This video Allie mentions activities, for more information on activities please see the accompanying video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Businesses have many contacts, depending on the size of the business you could have hundreds to thousands...

Contacts – Understanding Activity

How Understanding Your Customers Can Help Your Business This video talks about a feature in our contacts area, to see an overview of the contacts area see the following video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Having customers is great! It is, after all, what a...

Contacts – Appointments

Setting An Appointment With A Contact From The Contacts Area In this video Allie mentions integrating your calendar into our marketing platform to see the accompanying video click Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Running a business requires a lot of conversing with people, we need...

Contacts – Tasks And Notes

The Benefits Of Using The Tasks And Notes Features Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Every job requires tasks. Some we do for our boss, others we do for our clients. No matter who we do them for, it's a good idea to keep a record of...

Using The Company Section Of Our Contacts Area

Separating Customer From Company Contacts In this video Allie links a contact that is already in the system to a company. To find out how to add a contact click Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. In business, we don't just deal with customers and leads...

Adding A Contact To Your Contacts Area

Keeping All Of Your Contacts In One Place Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. We all have a place to keep contact information, some people use physical address books, and some people store them on their phones or online. However, if we don't add any contacts to...

Communicating By Email And SMS

How to Use Your Messaging Hub In this video, Allie sends a message to a contact already in the system. You can learn more about contacts Here. Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Communication is an essential part of any functioning business. Every day, businesses communicate, both...

An Introduction To Our Contacts Feature

Addresses, Phone, Numbers And Much More, All In One Place! In this video Allie mentions surveys created with Web Geeks Marketing Platform, find the accompanying video Here Transcript ↓ Hi, I'm Allie, our AI-powered, training personality. Having a collection of contacts is vital to both the business and non-business world...

Viewing And Responding To Messages From Our Marketing Platform

Seeing All Of Your Conversations In One Place Transcript ↓ Hi. I'm Allie, our AI powered, training personality. Web Geeks Marketing Platform allows you to keep all of your conversations in one place. Imagine how much easier it would be to view all of your emails, SMS and social media...