Automation

Automation (2)

• Add a Delay in Workflows
• Workflows Overview

Workflows (21)

• How to Create and Use Workflows
• Customizing Your Settings in Workflows
• Checking the Status of Workflows

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Contacts

Contacts (17)

• Send a Bulk Review Request
• How to track Lead Attribution
• Bulk Actions

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Bulk Action (9)

• Bulk Actions - Pipeline Change
• Using the Bulk Action Features
• Bulk Actions - SMS

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General

Default solution category, feel free to edit or delete it.

Payments (1)

• How to set up the NMI integration?

simPRO

simPRO (3)

• Creating LANA As A SimPRO API
• Updating customer Group from simPRO to LANA
• How To Export Customers/Conta from simPRO

Calendars

Calendars (13)

• Creating and Editing Calendars
• Rescheduling Appointments
• How To Update Cancellation and Reschedule Links For Your Calendar

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Conversations

Conversations (6)

• Shift + Enter Feature
• What Do The Different Custom Values Stand For?
• Manual Actions

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Dashboard

Dashboard (1)

• Overview

Group Send Gateway

Group Send Gateway (3)

• Currency and Subscription Inclusions
• Signing Up A User
• Overview

Miscellaneous

Miscellaneous (15)

• Solving 9 dots freezing issue
• Account-Wide File Management
• Call Tracking and Missed Call Text Back for Google My Business

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Integration & Widget (12)

• How To Integrate Your Facebook Account
• How To Integrate A Stripe Account
• Integrating with Google

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Account Management (3)

• How To Update Your Company Settings
• How to Create, Edit and Delete Custom Fields
• Initial Account Set up

Payments (8)

• How To Use The Payments Tab
• How To Create An Invoice
• How To Customize The Tax Settings in Your Payments Section

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Reporting (2)

• Call Reporting
• Appointment Reporting

Email (4)

• How to import Email Template from ActiveCampaign
• How to Import Email template from Mailchimp
• Email Two Way Sync

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Reputation

Reputation (3)

• Send a Quick Review
• How to Set Up LANA to Capture Reviews
• How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications

Opportunities

Opportunities (7)

• Overview
• Updating an Opportunity
• Opportunities Overview

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Settings

Settings (8)

• Reputation Management
• Tags
• Enable Sound / Popup Notifications

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Sites

Wordpress (5)

• Wordpress Plugin for Chat Widget
• How To Add a Chat Widget to a Wordpress Site
• How To Add WordPress Chat Widget

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Website (13)

• ​How To Create A Custom Website
• How To Create and Add a Chat Widget to Funnels and Websites
• How to Add Facebook Pixel to Your Website

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Funnel Builder (22)

• ​How To Activate The One-Click Purchase In Your Funnel Step
• How To Use Forms, Surveys And Calendars In Funnels
• How To Add A Subscription Product To Your Funnel

View all 22

Forms (11)

• Styling Custom Forms
• How to Create Custom Fields in Forms
• How To Locate Survey and Form Answers

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General Articles

General Articles (8)

• ​How To Use The Dashboard
• How to Create and Use Custom Values
• Editing Pending and Processing Bulk Actions

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Social Media

Social Media (9)

• Using the Social Planner Social Media Tool
• Creating Posts in the Social Planner Social Media Tool
• How to Connect to Your Facebook Group for Use in the Social Planner

View all 9

Phone

Phone (8)

• How to Use the Dialer Feature for One-Time Outbound Calls
• How Inbound Call Routing Works
• How To Convert Voicemail Drop Files into MP3 or WAV

View all 8

ServiceM8

ServiceM8 Integration With LANA (2)

• Integrating ServiceM8 with Lana Account
• How Create Job In ServiceM8 Using LANA Software