Welcome to Big Purple Dot! As an administrator for your account, you'll discover how to customize default settings, invite new users, import leads, and sync with third-party apps. Here's an account setup overview tailored for admins like you. Each section includes links to detailed instructions for every task. Let's get started!
Administrator role overview
As an administrator, you possess exclusive access to settings and controls tailored for administrators – something not available to regular employee users. To grasp your admin role, begin by understanding each account roles.
Customize account default settings
While certain settings are specific to individual users, like user preferences, there are also account-wide settings that affect all users collectively. These settings include company profile, time zones, business hours, and company branding.
- Review your company profile settings
- Set your company time zone
- Adjust business hours
- Setup your company branding
Add and manage new users
Initiate collaboration among your team by inviting them to join your account in Big Purple Dot. Craft new user accounts, oversee your user profile, configure notification preferences, create teams, and allocate tracking numbers for each user. Let's enhance teamwork together!
- Add and remove users
- User notification settings
- Manage your user profile
- Create and manage teams
- Add and remove tracking numbers
Create and import contact records
The core of your account is comprised of data base of contact records you can manage and automate. To begin, you can manually create contact records or import them in bulk from a CSV file. You can effortlessly automate the creation of new contact records through seamless integration with lead sources.
Connect and sync third-party apps
Our remarkably agile platform can connect with your favorite third-party apps via our direct integration or by harnessing the capabilities of webhooks. Unleash the potential of seamless automation and connectivity.
Get training and help from support
If you're having technical issues or need help setting up your Big Purple Dot account, you can reach out to Big Purple Dot Support or schedule a private training session with our support team. To learn about your full administrative capabilities, check out our resource for BPD CRM for Admins.