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Help Center Overview

Article: 000050470
Updated: February 6, 2025

The Help Center provides a collection of informative and instructional help articles and videos that are designed to guide Lead Gen & CRM users to learning more about how to use the application.

The Lead Gen & CRM Help Center offers an ever-growing and expansive collection of help documentation and resources.


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

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Searching for Help Articles

Lead Gen & CRM's help documentation follows a hierarchy: categories, sections, and articles. Articles are listed under in sections, and those sections are listed under categories. 

To access documentation, search for what you are looking for via the search bar. By searching for keywords, you can find documentation that closely (if not exactly) matches the issue you are seeking help for. You can also scroll down and locate information via the different categories and sections related to the articles. The categories and sections are as follows:

  • What's New
  • General
  • Contacts
  • Emails
  • Automation
  • Forms
  • Landing Pages
  • Media Center
  • Campaigns & Analytics 


What's New?

Under What's New, you will find the Lead Gen & CRM Release Notes that are updated on a regular basis. These release notes contain information about updated features and brand new features that are now available.  


What's Happening?

Under Featured, you will find the featured help articles for the month. These articles are typically related to either new features that are available, or based on articles with the most views for the past month. Under Recent Activity, you will find all newly published articles and release notes.


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