Settings

High Leads Pro Phone Verified Caller ID

High Leads Pro Phone Verified Caller ID Using your phone number as the Caller ID for outgoing calls is as easy as verifying your number using the Verified CallerID, aka Number M ...

High Leads Pro Phone SHAKEN/STIR

High Leads Pro Phone SHAKEN/STIR SHAKEN/STIR refers to a system in the United States that allows businesses to send Application-to-Person (A2P) type messaging via standard 10-di ...

Internationalization: Multiple Language Support

Internationalization: Multiple Language Support This article will review how to change the platform language within High Leads Pro. This feature enhances usability and provides ...

Settings: Company Billing Overview

Settings: Company Billing Overview In this article we will go over how to navigate and use the company billing tab. Subscription Plan - This section will tell you your subscr ...

Printful Integration

Printful Integration Streamline Your E-commerce with Printful Integration Introduction: The Printful integration offers a seamless way to manage custom product creation, invent ...

Settings: Domains

Settings: Domains In this article, we will walk you through the process of adding, configuring, and managing your domains. Adding a New Domain To get started, follow these ste ...

High Leads Pro Email Validation

High Leads Pro Email Validation How Email Validation works All the emails will be validated before sending the email if it was not validated before. There is an option to re- ...

Security and Compliance Overview

Security and Compliance Overview In today's digital landscape, ensuring the security and compliance of your business operations is paramount. Whether you're a product company or ...

How to Edit User Information and Permissions

How to Edit User Information and Permissions User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow the steps below: ...

Settings: Phone Numbers

Settings: Phone Numbers In this article, you will learn the basics of adding individual phone numbers, and the advanced features, including number pools for meticulous tracking. ...

Notification Preferences

Notification Preferences Notification preferences allow you to establish your preferences for both the web and mobile versions of the platform. The design of this part of High L ...

GDPR Compliance Information

GDPR Compliance Information General Data Protection Regulation (GDPR) is Europe’s recent data privacy and security law. Effective May 25, 2018, it is the toughest privacy ...

How to Edit User Information and Permissions

​How to Edit User Information and Permissions User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow th ...

How To Turn On/Off Alternate Timezones

How To Turn On/Off Alternate Timezones There may be various reasons you want to turn the Alternate Timezone feature on or off, depending on your company's location a ...

High Leads Pro Phone Regulatory Bundle

High Leads Pro Phone Regulatory Bundle This article will guide you through the process of finding and setting up a Regulatory Bundle in Clixlo. Please Note: Effective July 30, ...

How To Validate a Contact’s Email in High Leads Pro

How To Validate a Contact’s Email in High Leads Pro How Email Validation Works All the emails will be validated before sending the email if it was not validated before. T ...

Error Codes Library - Sendgrid

Error Codes Library - Sendgrid This article includes a list of the possible errors you could encounter on Sendgrid. Sendgrid Error Message Explanation T ...

Register Branded Domain For Apple Pay & Google Pay

Register Branded Domain For Apple Pay & Google Pay Apple Pay and Google Pay now seamlessly integrate with branded domain names at the Sub-Account level for Invoice, Text2Pay ...

KYC Requirements in the United Kingdom

KYC Requirements in the United Kingdom Know Your Customer (KYC) is a fundamental process for verifying customers' identities to prevent fraud, spam, and bad actors. Originating ...

Customizable 404 Error Page

Customizable 404 Error Page With the customizable 404 error page feature, you can create a personalized webpage that users will see when they encounter an error on y ...

High Leads Pro Phone Regulatory Bundle

High Leads Pro Phone Regulatory Bundle This article will go over how to find and setup a Regulatory bundle in High Leads Pro. Step 1. Head into Settings (bottom left menu) > ...

Business Profile Creation Flow (Trust Center)

Business Profile Creation Flow (Trust Center) On the Phone Numbers Page, we have the Trust Center. This will be visible to Account admins. Accounts with the US as the country wi ...

Settings: Tags

Settings: Tags The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (simil ...

Settings: Custom Fields

Settings: Custom Fields Custom Fields allow you to create contact-specific fields that contain specific information about that contact. These allow you to add to the Standard Fi ...

Settings: My Profile

Settings: My Profile The "My Profile" page is your hub for managing your personal information and preferences. Accessible from the left-hand menu under "Settings," the page is p ...

How to Setup and Configure a New Domain or Subdomain

How to Setup and Configure a New Domain or Subdomain This guide will walk you through integrating a new domain or subdomain into your account. Whether you aim to enhance your on ...

Media Storage

Media Storage This article will go over the MediaStorage tab in the main Navigation menu. Once in the Media Storage, you can upload content, create folders for your ...

Understanding Domains

Understanding Domains Domains are indispensable assets for your business, providing a streamlined way for people to access essential information about your business, ...

Setting Time Zones

Setting Time Zones How High Leads Pro Uses Time Zones High Leads Pro uses time zones in several important ways: Campaign Timing: Time zones help determine when your marketin ...

Domain Migration To CloudFlare

Domain Migration To CloudFlare The One-Click Migration feature via Domain Connect is designed to make migrating your existing domains to CloudFlare effortless. It eliminates the ...

Settings: Email Services

Settings: Email Services This article will go over the Email Services section of your settings and how to navigate/use it. Domain Service This is the tab where you will pic ...

Settings: URL Redirects

Settings: URL Redirects The URL Redirects section of your settings allows you to create 301 Permanent Redirects for your domains. This can be useful for a variety of reasons, in ...

High Leads Pro Email: How to Set Up a Dedicated Sending Domain

High Leads Pro Email: How to Set Up a Dedicated Sending Domain Email marketing is a great way to reach customers and increase sales. But if you're not careful, you could end up ...

How to Edit User Information and Permissions

​How to Edit User Information and Permissions User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these steps be ...

How to Reset Your sub-account Password

How to Reset Your sub-account Password In this article, you will learn how to reset your sub-account password if you forget it, or just want to change it. Depending on your us ...

High Leads Pro Email: How to Set Up a Dedicated Sending Domain

High Leads Pro Email: How to Set Up a Dedicated Sending Domain Email marketing is a great way to reach customers and increase sales. But if you're not careful, you could end up ...

Settings: Integrations

Settings: Integrations In this article we will go over the different sections of the Integrations Settings Menu. Under the Integrations tab, you will be able to see and connect ...

Settings: Integrations

Settings: Integrations In this article, we will go over the different sections of the Integrations Settings Menu. Under the Integrations tab, you will be able to see and connec ...

How to change the default currency type

How to change the default currency type You can select or update the currency in your account by choosing the country associated with that specific currency. If your ...

Settings: Business Fields

Settings: Business Fields Business fields operate similarly to custom fields but instead of collecting information for contacts, they serve as a record of information for your b ...

Settings: Custom Values

Settings: Custom Values Custom values are placeholders for storing and managing specific information in a system. They help organize and retrieve data efficiently. In the contex ...

Settings: Company Billing Overview

Settings: Company Billing Overview In this article, we will review how to navigate and use the company billing tab. To Access billing, navigate to Settings (in the bottom left ...

Understanding Time Zones

Understanding Time Zones You always want to know that your leads are getting the right communication at the right time. 2 AM almost never goes over very well. There are multiple ...

High Leads Pro Email Bounce Suspension

High Leads Pro Email Bounce Suspension Email sending will be suspended for having a high hard bounce rate. Email providers and anti-spam networks monitor bounce rate ...

Settings: Business Profile

Settings: Business Profile What is the Business Profile? The Business Profile is a crucial section of your account settings where you can manage company data and configure sett ...

Add Multiple Lines in a Custom Value

Add Multiple Lines in a Custom Value Custom values are a great way to autofill information in various places within the system. You can use the HTML <br> tag to split the ...

How To Use The Universal Search Feature

How To Use The Universal Search Feature The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within High Leads Pro. You can easily ...

Settings: Media

Settings: Media This article will go over the Media area of your settings. Navigate to Settings>Media Click on “Open Media Library” to navigate to the Media Li ...

How to Purchase a Domain

How to Purchase a Domain Purchasing a domain is essential for businesses looking to establish a professional online presence. With the domain purchase feature in High Leads Pro, ...

How to Configure Custom Notifications as a User within the Account

How to Configure Custom Notifications as a User within the Account High Leads Pro allows you to customize your notification preferences to suit your work style, giving you flexi ...

Supported Media Types

Supported Media Types You can host your brand’s precious media/resources in the Media Storage! By doing so, you’ll be able to manage everything in one area, forgoing ...

How to Use Audit Logs

How to Use Audit Logs This article will provide you with an overview of the Audit Logs area within High Leads Pro. You are able to view the logs for various contact-related act ...

List of Custom Values

List of Custom Values In this article, you will learn the custom values we have available for you to use. You can use them in workflows or campaigns. CONTACT Contact > F ...

Company Notes

Company Notes Managing contact notes for a company is essential for effective communication and collaboration. This guide helps manage contact notes efficiently, enhance teamwor ...

Call Tracking and Missed Call Text Back for Google My Business

Call Tracking and Missed Call Text Back for Google My Business Google Business Profile (GBP) provides businesses with the option to register two phone numbers, enhancing the abi ...

Template Library

Template Library This article walks through how the Template Library can be used in different ways in the system.Template Library that improve user experience and functionality. ...

Settings: Pipelines

Settings: Pipelines In this article we’ll give a brief overview of the Pipelines section of your settings. Create New Pipeline: This is where you can create a Pipelin ...

How To Include Email Signatures On All Outgoing Messages

​How To Include Email Signatures On All Outgoing Messages You can attach your email signature to all outgoing messages as well as before the quoted text (previous em ...

Settings: Media

Settings: Media This article will go over the Media area of your settings. Navigate to Settings>Media Click on “Open Media Library” to navigate to the Media Li ...

Settings: My Staff

Settings: My Staff The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team ...

Settings Overview

Settings Overview Here’s an overview of your account settings. Some of this is basic information, yet it’s critical for a good foundation and to be set up for succes ...