Quick Start Guide – Magenta CRM

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Payments

4

How to offer Apple Pay and Google Pay on your order forms
How to send text-to-pay links
How to create recurring invoices
How to create invoices

WordPress Website

1

How to add a new blog post

Quick Start Guide

4

Get the Mobile App Added to Your Phone
How to Customize Your Chat Widget
How to bulk import your contacts using a CSV file
Connect Your Google Business Listing

Email Builder

4

Ways to Send Emails
How to send a regular email campaign (send now or schedule)
How to Schedule Batch Email Campaigns
How to Set up an A/B Test Email Campaign

Social Media Scheduler

3

How to connect to your Facebook Page
How to connect to Twitter
How to connect to your LinkedIn account

Contacts

2

How to restore deleted contacts
How to Use Smart Lists to Organize Your Contacts

Calendars

3

How to create a new calendar
How to offer paid consultations
How to Add a Custom Form to Your Calendar

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Quick Start Guide

Quick Start Guide

Get the Mobile App Added to Your Phone
How to Customize Your Chat Widget
How to bulk import your contacts using a CSV file
Connect Your Google Business Listing

The CRM for small business so you can have your website and all your marketing tools in one place.

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