• Messages
• Terms & Conditions
• About Cookies
• GDPR
• Zift Solutions as a Data Processor
• How to Generate a HAR File

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• How do I change my portal password?

• Manage Users
• Adding a User
• Approving / Rejecting Requests for User Accounts
• Editing a User's Profile
• Changing a User's Role
• Deleting a User's Account

• About Provider Settings
• Provider Access Levels
• Granting a Provider Access to your Portal Account
• Downgrading/Removing a Provider's Access to your Portal Account

• Company Profile
• Updating Your Company Details
• Updating your Partner Locator Profile
• Time Zones in the Company Profile

• Add an Email Footer

• Mailing Credits
• About Email Service Tiers
• Counting Emails Against Mailing Credits
• About Mailing Limits
• Requesting Additional Mailing Credits

• Contact Fields
• Adding a Contact Field
• Using Custom Contact Fields

• Manage Templates
• Creating a New Email Template
• Editing an Email Template
• Deleting an Email Template
• Setting a Default Template for Emails

• Social Media Settings
• About Social Media Settings
• Connecting Social Media Accounts
• Using a Facebook Account
• Using an X (Twitter) Account
• Using a LinkedIn Account

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• Platform Analytics for your Portal
• About Portal Analytics
• Embedding Code for Portal Analytics

• About Notifications
• Notification Types
• About Notification Settings
• Managing your Notification Settings
• Sending Notifications to Non-Portal-Based Users
• Notification: Supplier Emails

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• Tracking Options
• About Cookies in your Portal
• Tracking User Data for your Portal

• Domain-Based Auto-Approval

• Scheduled Reports

• Suppression List
• About the Email Suppression List
• Adding Domains to the Suppression List
• Adding Email Addresses to the Suppression List
• Removing a Domain from the Suppression List
• Removing Email Addresses from the Suppression List

• Lead Management
• About Lead Management Settings
• Configuring Auto-Registration Rules for Leads
• Configuring Auto-Acceptance for Leads
• Specifying a Default Recipient of Lead Notification Emails

• CRM Integration Compatibility
• CRM Versions for Portal Integration
• CRM Status Mapping Summary
• Set up a CRM Integration
• Set up Automatic Nightly Lead Exports
• CRM Connection Settings

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• Sales Reps
• Adding Sales Reps
• Editing and Deleting Sales Reps

• Deal Management
• Assigning a Default User or Sales Rep for New Deals

• Set Up Data Funnels
• About Data Funnels
• Setting up a Deal or Lead Funnel
• Viewing Logs for Deal and Lead Funnels
• Pausing and Resuming a Data Funnel

• Set up HubSpot