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Team Roles & Settings
Team Roles & Settings

These Help Articles Will Cover Team Roles & Settings

Tanner Mullen avatarDanielle Walls avatarJeremy Harrison avatar
5 authors48 articles
How to Use the Thank You Page URL
How to Optimize your Website - Basics
How to update Terms and Conditions or Fine Print
How to Add and Delete Lead Sources
How to change a user's email address
Adding Users to DripJobs
How to cancel your DripJobs subscription
How to connect a custom Twilio phone number to DripJobs and route incoming calls to a separate business phone number
Adding Crews to DripJobs
User Permissions and Access
What to Do When a PDF File Will Not Upload to the Customer Portal
Company Settings: Calendar
Company Settings: App Settings
Company Settings: Payments
How to Add the Customer Booking Form or Link to Your Website
How to integrate CompanyCam with DripJobs
Adding and Navigating Branches in DripJobs
Adding Branches to the DripJobs Chat App
Company Settings: Deal Stages
Company Settings: Notifications
Company Settings: Templates
Company Settings: Integrations
Company Settings: Email Settings
Using the DripJobs Tasks List
How to Inactivate a User
Assigning Crews to Jobs
Changing Your Booking Link Address
Reset Your Password on DripJobs
Setting Sales Tax
Editing Products/Services
Changing Your DripJobs Password
How to Change Your DripJobs Account Email
Uploading PDF files to Customer Portal
Filtering by Salesperson in the Sales Pipeline
Setting Up a Google Business Account
Filter by Users or Event Type on the Appointments Calendar
Filter by Users or Crews on the Job Schedule
Finding Your Google Review Link
Accessing Customer Success Assistance
Notifications Within DripJobs
Company Settings: Company Information
Using the Global Search Option
How to Find Your Booking Form Link
Customizing your Booking Form
Changing Time Zone
Creating Custom Date/Time Options in the Booking Form
Using FeatureBase to submit a feature request
Changing the Business Address on Proposals and Invoices