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Learn Big Purple Dot
Admin Settings
Admin Settings
Learn how to manage, optimize, and configure your BPD CRM account for you and your users.
Settings > Profile
Chatgpt Personas: Create and Edit Personas
Company Info: Company Profile Settings
Company Info: Business Hours
Settings > CRM
Creating a New Contact Status
Event Campaigns
Settings > Calls
Setting Up Tracking Number
Message Deliverability: A2P 10DLC Requirements
Power Dialer: Enable Tracking Numbers
Call Deliverability: SHAKEN/STIR Requirements
Settings > Access
Users: Add, Edit or Remove Users
Users: Role and Permissions
Settings > Contacts
Contact: Fields Used for Interpolation, CSV header, and Parameter
Billing
Updating Credit Card Information
Invoices
Billing Inquiries