CRM | Document Management | Knowledge Base

Document Management
Managing Document Folders
Availability Permission Required Users with Manage Folder permission for Documents in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can upload ...
Uploading Documents, Creating Files, and Other Functions
Upload Documents In the Documents tab you can upload presentations, spreadsheets, PDFs, and the like for easy access. You can upload up to 10 files at a time. Availability Permission Required Users with view, create, modify, and delete document ...
Document Library within CRM
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...

Start tracking your website metrics today

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Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

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Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

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Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

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Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

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Access more advanced settings in PageSense

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Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.