Mark Feigen
Articles
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How to Send Leads to 3rd Party Apps Using Zapier
Homebase has a Zapier App that lets you build your own custom integrations with thousands of third party tools and applications. This guide will walk through the steps for setting this up for your ...
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How to Update a User's Role
Log into Homebase. In the left-hand menu under ADMIN, Click on the Users tab. Find the user whose role you want to update and click the Edit button. Click on the Companies tab. Select the company...
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Managing Email Notifications
Homebase gives you complete control over your notification preferences. You can customize the lead types and locations that you want to receive notifications about.Accessing Notification Preference...
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Leads Report Glossary
The Leads Report gives details about the different leads you are getting from your Cyncly website.CallsThe number of calls from your website or ads.Forms/Store InquiriesThe number of form fills suc...
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Website Performance Report Glossary
The Website Performance Report provides insight into how users are interacting with your Cyncly website. Below is a glossary of terms and metrics included in the report. SessionsA group of interact...
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How to Update Your Product Catalog
Log in to Homebase. In the left-hand menu, click the Catalog Manager tab. Click on the product type that you want to update to expand that section and see all available brands. Click on the checkb...
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[Internal] User Role Definitions
There are two user roles in Homebase.Account Admin Can access all available modules/plugins in Homebase Can view locations Can modify existing uses Can invite new users Account User Can access all ...
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How to Reset your Homebase Password
Go to Homebase. Click the Forgot Password link Enter the email address associated with your Homebase account and clic SUBMIT. You'll receive an email with a link to add a new password.
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How to Update your Homebase Password While Logged In
This covers the process to update your password while logged into Homebase. Log into your Homebase account. Click on the user icon in the top right hand corner, then click My Account. Click Change...
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How to Invite Users to Homebase
You must have the Account Admin role to invite new users to a company. Log into your HomeBase account. Using the dropdown menu at the top of the screen, make sure you have selected the correct comp...