This article covers the steps necessary to enable Contact Manager on a client and then lists suggested articles to utilize the Contact Manager and Scheduled Campaigns features.
Steps to enable Contact Manager for a Client.
- Login to the dashboard.
- Use the navigation panel to the left to go to Operator Settings> Add/Edit Client.
- Click the blue edit icon for the client you want to enable the Contact Manager for.
- Use the ‘Contact Manager’ toggle to turn ON the feature for the client.
- Use the Included Contacts & Included Scheduled Campaign Messages fields to configure the limits for a client before overages are generated in the Client Overage report.
- Use the navigation panel to the left to go to Operator Settings> Add/Edit Client User.
- Click the blue edit icon for the client user you want to enable the Contact Manager pages for.
- Use the toggles to enable the Contact Manager tree and submit the page.