• Send Automated Birthday and Promotion wishes

  Sending birthday and promotion wishes on LinkedIn is like giving your connections a virtual high-five! It's a great way to show them that you care and congratulate them on their achievements. Plus, it's a chance to stay top of mind and create new business opportunities. And let's face it, who doesn't like getting a little recognition on their special day? So go ahead, spread some LinkedIn love, and watch those sales roll in! Just don't forget to actually sell something too ;) We got yoSome readers

• How to Delete Accounts

  How to Delete Your SalesRobot Account Select the account: Log in to your SalesRobot account and locate the specific account you want to delete. Access the options menu: Click on the three dots located at the right side of your account, under Actions section. Choose "Delete Account": From the menu that appears, select the option labeled Delete. Confirm deFew readers

• How to Find Your Invoices and Edit Your Payment Details

  Getting an invoice from SalesRobot is simple. Just follow these steps: Go to the Accounts Tab: Click on the "Accounts" tab in the navigation menu. Select the Account: Find the account for which you want to see or download the invoice. Click on the "..." (three dots) button next to it. Select Invoice: From the menu, select "Invoice." Login to Chargebee Portal: A popup window will appear. Click on the "Login" link in the popup. Access Your Invoice:Few readers

• How To Cancel Subscription

  While we hope you'll continue your journey with SalesRobot, we understand that sometimes circumstances change. If you've decided to cancel your subscription, this guide will walk you through the simple steps to do so. Select the account you want to cancel. Click on the three dots on the right-hand side. Click on Cancel Subscription. You will now see a window at the right sFew readers

• How To Reconnect Disconnected Accounts

  Firstly, you need to know Why might your account become disconnected? There are several reasons why your account might become disconnected, including: Password Changes: If you've recently changed your password on the platform or your linked social media account, it might disrupt the connection. Platform Updates: Sometimes, updates to our platform can temporarily affect account connections. Technical Issues: Occasionally, technical glitches or network problems can lead tFew readers

• How to Upgrade/Downgrade Your Plan

  If you want to upgrade your plan after your free trial has expired: Go to Accounts and click on Buy Subscriptions. Select the preferred plan and quantity as per requirement. Click Pay. If you are already running on a subscription plan and wantFew readers

• How To Pause Accounts

  Need to temporarily pause your account? This guide will walk you through the simple steps to pause your account and manage your subscription effectively. Select the account you want to pause. Click on the three dots towards the right-hand side corner. Click on Pause. A notification popup will appear saying - Pausing the account does not pause the subscription. If you wantFew readers

• Refer and Earn Programme by SalesRobot

  The SalesRobot Refer and Earn Program is a great way to earn extra money while helping others discover a valuable tool. By sharing your referral links with friends, family, and colleagues, you can earn commissions on their monthly subscription fees. How to Participate Sign Up: To participate in the Refer and Earn program, you need to sign up for it within your SalesRobot account. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-2024-8-19-at-1427321mkw93Few readers

• How to Change Your SalesRobot Login Password

  Changing your SalesRobot password is a crucial step in maintaining the security of your account. Here's the step-by-step guide for the password change process: Step 1: Access Settings Menu Locate the "Settings" menu, typically found on the left-hand side of the dashboard. Step 2: Navigate to User Settings Within the "Settings" menu, click "User Settings." Step 3: Update Your Password Within "User Settings," find a box labelFew readers

• How to Delete Pending Invites in SalesRobot

  SalesRobot allows you to set a maximum number of pending invites. Older invites will be automatically deleted to make room for new ones, keeping your connection list organized. Here's how: Steps: Go to Settings Go on Configurations Click on Pending Invites tab. Here you can set up the number of invites that you want to keep. Click on Save Details once you set it up. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-2024-8-16-at-050336djFew readers

• How to Update the Admin Email Address

  Here is the process of updating the admin email address: Log in to the SalesRobot dashboard. Navigate to: Settings -User Settings Enter the new email address in the Email field. Click on Update. Enter your current password to confirm the change. LogFew readers

• How to Check Which Plan Is Active on Your SalesRobot Account

  This guide will show you how to easily check your current SalesRobot plan. By understanding your active plan, you can make informed decisions about your SalesRobot usage and potentially explore options for upgrading or downgrading your subscription. To check which plan is active on your SalesRobot account, hover over the Your Plan button on the top of your screen on the accounts page. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-2024-8-19-at-1350396pexin.pFew readers

• How to Transfer Billing

  This guide will walk you through the simple steps to transfer billing information from one account to another, ensuring a smooth transition. Add the new employee's account to your system. Make sure the new employee's account is in Trail Expired mode. Click on the three dots next to the old employee's account. Select "Transfer Billing" from the drop-down menu. (httpFew readers