Creating and Managing Custom Websites

Websites are the digital face of your business. They allow you to promote your brand and attract leads' attention by providing information about your products and services. Creating a website inside your CRM makes information collection much easier. So, let's cover our bases and learn how to create and manage one!

Creating Your Website

To get started with your website creation, follow these steps:

Navigate to the Websites tab inside the Sites section and click "+New Website" to begin.

A popup window will appear. In it, you'll be prompted to enter a Website Name or select a template to start building. For this example, we're starting “From Blank.” Add a name to your website, then click Create.

📌Note: Your website's name serves only internal identification purposes, it is not visible to customers.

Click “+Add New Page” to create the first page on your website.

Give a name and path to your page then click Create New Page.

Click Create from Blank to access the builder.

Within the website builder, you can drag sections, rows, columns, and elements onto your page. 

You can customize each element using the menu on the right, adjusting font, spacing, alignment, hyperlinks, and more.

Always save your changes before exiting the builder. Use the "eye" button to see a preview of your page in the browser.

📌 Note: You can 'Clone' or 'Edit' your website for easier management and replication of designs.

Managing Your Websites

Once you've created a website you can connect it to a domain and make it publically available, for this head to the settings section of your website.

Select the domain you'd like to connect it to.

If you'd like to unpublish a connected website without deleting it, click “Remove” under the connected domain.

And there you have it, this is the beginning of your website builder journey so feel free to explore and experience it firsthand. If you'd like to understand more about its functionality please read our related articles!

Additional Tips and Troubleshooting

Domain and Path Settings

Under the "Settings" tab for your website, ensure the Domain and Path are correctly set up. This is crucial for making your website accessible to visitors. For detailed guidance, refer to the CRM's Domains tutorials.

Frequently Asked Questions (FAQs):

• Q: Can I edit my website after it's published?A: Yes, you can edit your website at any time using the 'Edit' option.
• A: Yes, you can edit your website at any time using the 'Edit' option.
• Q: How do I ensure my website is mobile-friendly?A: The CRM's website builder automatically adjusts for mobile responsiveness, but always previews your site on different devices to ensure compatibility.
• A: The CRM's website builder automatically adjusts for mobile responsiveness, but always previews your site on different devices to ensure compatibility.