Broadly: New Experience

Broadly: New Experience Overview

• Home Page
• User Profile Page
• Customize Language

Inbox

• Missed-Call Text Back
• Inbox in Multi-Location
• Inbox: Send your first message
• AI Web Chat
• AI Website Knowledge Training
• Inbox

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CRM

• Creating and Customizing Your Sales Pipeline
• Importing CRM Contacts and Companies
• Contacts
• Web forms to capture leads in CRM & Inbox

Campaigns

• SMS Campaigns
• Campaigns
• SMS Campaigns
• Terms of Use

Executive Report

• Executive Report: Google Search Console
• Executive Report: Google Q&A Reporting
• Executive Report: Google Analytics
• Executive Report Overview

My Products

• Overview Analytics
• Configuring My Products in Broadly

Social Marketing

My Business

• Setting Up Vendor-Managed Integrations
• Setting up the QuickBooks Desktop Integration
• Guides
• Automation Templates
• Business Profile
• Update Company trigger in Automations

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Settings

• Setting Up SSO-Based Integrations
• Setting Up Triggers for Closed Matters in Clio
• Quickbooks Integration
• Email Configuration
• Gingr Integration
• Connect Google Analytics

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Multi-Location

• Multi-Location: Social Posting
• Multi-Location: Review Responses
• Multi-Location Overview
• The Multi-Location Executive Report
• Multi-Location Data Exporter