Accounts and Settings
- What are the access levels in ActivePipe?
- What is a User?
- What is a BSO/Admin?
- What is an "Office-Wide" account?
- Log in as an admin
- How can I switch from my admin account to one of my user accounts?
- Self manage your ActivePipe account
- Self manage your account through the Settings menu - User level
- Self manage your account through the Settings menu - Admin level
- Disable or de-activate user accounts
- Update a profile image
- Update profile details like phone numbers, title or name
- How do I configure my social media links? - User level
- How do I configure my social media links? - Admin level
- Sender Details: "From Address" and "Reply-to Address"
- How do I get a new user or admin set up?
- Can I add someone to also receive my appraisal, loan enquiry, or property feedback notification emails?
- Send campaigns on behalf of users from a corporate or brand level
- How long does it take for properties / contacts to sync across to ActivePipe?
- Open home feedback - Does this sync back to my CRM?
- What is a Team?
- How do I create a Team?
- How can I see and edit my Teams?
- Download a list
- Why are my links breaking when I add a UTM code?
- How can I stop my emails going to spam?
- Account Settings: Properties
- Add or change a property feed
- Add or change your contact CRM integration
- Billing and Invoices