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Settings
Settings
Settings
28 articles
Accessing the Settings MenuDiscover the configuration options available to customize the system.
How to Create a New Office
Editing Office ProfileDiscover all the preferences you can edit in your office profile within the settings.
How to Create PipelinesLearn the process of creating pipelines to manage your leads and different stages of your operations in Ally.
Setting Up the Finance ModuleLearn how to configure all the necessary settings to have a complete and functional finance system for managing your accounts.
How to Manage CurrenciesLearn how to manage currency values to keep your quotes updated with the latest exchange rates.
Adding Bank AccountsLearn how to add all your bank accounts to Ally so you can keep track of the inflows and outflows for each one.
How to Configure Cost CentersWhat Cost Centers are and how to use them.
How to Register Payment MethodsInclude all the payment options your agency offers, whether they have interest or not.
How to Configure Commission RulesLearn how to set up rules to apply commissions for schools and partners.
Payment Plan TemplateLearn how to manage a standard model for your payment plan.
How to Create UsersLearn how to create new users and edit existing ones in your account.
How to Edit a User ProfileLearn how to view and edit user profile information!
Configuring Budget PreferencesLearn how to set up budget preferences to customize the information displayed to your students, streamline the creation of quotes, and adjust the layout of your proposals.
How to Configure Online Budgets and Budget PDFsLearn how to configure Online Budgets and Budget PDFs!
How to Create Sales Types and Classify Your QuotesWhat are Sales Types?
How to Create Folders to Organize Student DocumentsLearn how to create folders to easily access your students' files by organizing everything in their profiles.
How to Create an Email TemplateLearn step-by-step how to create an email template to streamline communication with your students.
How to Create a Document TemplateCreate contract and form templates that are automatically filled in to streamline your processes.
How to Access Account InformationLearn how to access Account Information (Info/Billing) and view details such as Terms and Conditions, Plans, and Billing!
How to Register Lead SourcesLearn how to register the Lead Sources in the system to track which channels are generating the most sales.
How to Archive and Unarchive LeadsLearn how to register the main reasons for archiving a lead, how to archive a lead, and how to reverse this action.
How to Connect Your Email to AllyLearn how to configure your SMTP integration and send emails directly from the Ally platform.
Connect Ally to Other Apps with ZapierZapier allows you to connect Ally with over 1,000 web services.
Understand How Our Web2Lead WorksIntegrate the forms on your website and your marketing campaigns (landing pages) with Ally and intelligently distribute leads among your consultants.
How to Create NoticesLearn how to create notices to highlight important information or conditions when adding courses to your quote!
How to Enable / Disable OpportunitiesOrganize each student's quotes into different Opportunities.
Discover the Student AreaHow it works and the benefits of the Student Area