Welcome to Daedalus knowledge base.
This video gives a broad overview of the capabilities of your new platform
This video explains how to set up and install the Live Chat widget. Note if you want to insert just the contact's first name, as shown in the video, you can use this custom field {{contact.first_name}}
This video shows the update to the ability to make phone calls directly from your web browser!
This video explains how to add the Live Chat Widget to a wordpress website.
A video to show new account owners how to create a new employee, just go over what they have access to and make sure they can see everything, or explain why they may want to turn off access to things they won't need like reporting to make it simpler, addi ...
This video will show you how to integrate Zoom.
This video will show you how to set custom values and custom fields and outline the differences between the two including how and where to use them.
This video will give you an overview of the Pipelines area within Settings.