📌 Set up your profile, team, and preferences to maximize lead generation and conversion.
📌 Maximize your lead conversion by learning how to track, manage, and optimize your lead flow.
📌 Stay organized and on top of your deals with powerful note-taking, task management, and tagging features.
📌 Manage your Inkris subscription and optimize your lead purchases.
Answers to frequently asked questions.
Announcements about the inkris and more
Having trouble accessing your account? This guide will walk you through the most common scenarios and how to resolve them quickly.
Managing your business profile and user access is essential to keeping your account accurate, secure, and aligned with your team’s workflow. This guide walks you through how to view and update your business information, as well as manage who has access to your account.
Customer Preferences allow you to tailor your experience on the platform by defining the types of leads, notifications, and settings that best match your business goals. By customizing these preferences, you can improve lead quality and ensure you receive opportunities that are most relevant to you.
Delivery logs help businesses verify when leads were received, monitor follow-ups, validate lead quality, and identify potential issues. Knowing where to locate these logs can help streamline operations and improve conversion efficiency.
Your dashboard preferences allow you to customize how information is displayed, helping you stay organized and focused on what matters most.
Data management helps you organize, track, and maintain all your information within the platform, ensuring accuracy, efficiency, and easy access when you need it.
The Deals & Automations feature helps you manage your leads efficiently by organizing them into a structured pipeline and automating follow-ups, tasks, and communication. This ensures no opportunity is missed and helps you close more deals with less manual work.
The Integrations feature allows you to connect your account with third-party tools and platforms, helping you streamline workflows, automate processes, and keep all your data in sync.
The Overview Interface is your main dashboard where you can quickly monitor activity, track performance, and access key features of your account. It provides a centralized view of your leads, deals, and overall system activity.
The Personal Profile section allows you to manage your individual account details, preferences, and contact information. Keeping your profile up to date ensures smooth communication and proper account functionality.
The Pipeline Settings section allows you to customize how your deals are organized and managed throughout your sales process. By setting up your pipeline correctly, you can track progress more efficiently and improve your conversion rates.
The Tags & Categories feature helps you organize, filter, and manage your leads and deals more efficiently. By grouping records using labels and classifications, you can quickly find what you need and improve overall workflow visibility.
The Team Members section allows you to manage users within your account, assign roles, and control access to different features. It ensures your team can collaborate efficiently while maintaining proper security and structure.
The Workforce Management feature helps you organize, monitor, and optimize your team’s workload within the platform. It ensures the right people are assigned to the right tasks, improving efficiency, response times, and overall performance.