How to Set Up Your Digital Business Card (Shareable Contact Profile)
In this tutorial, you’ll learn how to add the needed information to your digital business card and how to connect your domain to it so you can start using it! ...more
Support ,Getting Started & Account Setup
July 03, 2025•3 min read
How to create, edit and organize Custom Fields
In this tutorial you will learn how to create new custom fields, edit existing ones and organize your folders of custom fields. ...more
Support ,Getting Started & Account Setup
June 20, 2025•3 min read
How to Filter, Segment, and Organize Contacts Using Smart Lists
This tutorial will cover the basics of creating and using smart lists to effectively organize your contacts. ...more
Support ,Getting Started & Account Setup
April 11, 2025•2 min read
How to Manage Contacts: Filter, Bulk Edit, and Mass Update
This tutorial will teach you how to manage and filter your contacts page. ...more
Support ,Getting Started & Account Setup
March 31, 2025•3 min read
How to Import / Upload Contacts into Your CRM
This written and video tutorial will help you learn how to sort your contacts into a proper .csv file, how to import it into your CRM, how to organize contact details in your CRM and much more! ...more
Support ,Getting Started & Account Setup
January 17, 2025•4 min read
Connect a Video Conferencing Account
In this tutorial we will show you how to connect a video conferencing account like Zoom, Microsoft Teams, and Google Meet so that you can use it along with your scheduling calendar. ...more
Support ,Getting Started & Account Setup &Scheduling & Appointments
December 24, 2024•2 min read
How to Sync a Third-Party Email
This tutorial will show you the simple procedure for connecting a third-party email to sync it with your CRM. ...more
Support ,Getting Started & Account Setup &Marketing, Leads & Communication
December 24, 2024•1 min read
How to Preview and Choose Website Designs
This a short tutorial that shows how to view the different website designs available so that you can choose the one you'd like to use for your business. ...more
Support ,Getting Started & Account Setup &Website & Branding
September 24, 2024•1 min read
Email Deliverability: Verify Your Domain for Sending Emails
This tutorial explains how to verify your domain so you can send credible emails through your CRM without them being flagged as spam. ...more
Support ,Getting Started & Account Setup
August 22, 2024•5 min read
How to Set Up Your Phone Number for Calling & Texting (Phone Setup Guide)
In this tutorial we go over the process of setting up your phone number on AIP to be used in your CRM. ...more
Support ,Getting Started & Account Setup
March 25, 2024•8 min read
Getting Started—Adding Business Info
This tutorial will teach you the basics of getting started with your site and where to enter important business information. ...more
Support ,Getting Started & Account Setup
February 27, 2024•2 min read
Connect Your Domain & Get Your Website Live
In this tutorial you will learn how to connect your domain name to your website in a few easy steps. ...more
Support ,Getting Started & Account Setup
February 17, 2024•4 min read
Adding Your Logo
Use this tutorial to learn how to add your own logo to your website, which adds personality and credibility. ...more
Support ,Getting Started & Account Setup &Website & Branding
February 17, 2024•1 min read
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