How to get started with popCRM?
To be able to smoothly use the popCRM, you need to do a one-time setup of your workspace e.g. your Company, Branding plus, etc. Here is the guide to set up your workspace: Add your Workspace Logo from the My Profile option in Settings. Enter your Company name and Company Address. It will be reflected…
Connect Multiple Teams
Connect multiple teams linked to multiple email addresses. You can create multiple teams from your dashboard and toggle between teams. However, if you have two accounts linked to two emails, you can use this method to connect the two teams and toggle between them without logging out every time. This method is also applicable for…
Create Multiple Teams
Create multiple teams under one account directly from your dashboard. Click on the top-left icon on your dashboard. Click on Create New Team. You will find a prompt to create your new team. Add your team name, country, time zone, currency and business type. Click Next. You will be asked to select the channels you’d…
Create Groups in your Team
Learn how to create groups within your team. What is a Group? A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group. For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales…
Assign User Roles
Explore different user roles and learn how much control each role has in a team. Understand Different Types of Roles You can assign five different roles to your team members based on how much control and access you want them to have. Supervisor Admin Developer Marketeer Agent Access | Role SupervisorAdminDeveloperMarketeerAgentAutomation✔✔✔✔❌Inbox✔✔❌❌✔Reports✔✔👀👀❌Customers✔✔👀👀❌Datalab✔✔✔👀❌Settings👀✔❌❌❌Integration👀✔👀👀👀API✔✔✔👀❌ = View and edit…
Personalize your Team
Learn how to update your team information and use custom logo on your dashboard. Go to Settings > Team Information. Add a team name, a brief description, and an avatar. The avatar is a cover image for your team, and the recommended size is 256 X 256 px. After you are done uploading, click Update,…
Create your Team
Everything you need to organize your team better on popChat. Only a Supervisor or an Admin can access Team Management Settings. What is a Team? Say, you are John Doe. As soon as you sign up, you will have a default team on popChat, called John Doe’s Team. You can later reset your team name…
Key Terminologies
A compiled list of the common terms you’ll come across on popChat.We have put the terminologies under the section you are likely to find the word. For example, Monthly Active User is a term you’ll find on the Home screen of popChat. Home The Home section is where you can get a bird’s eye view…