Get Started Here

How to use your main menu Search Bar to quickly search for contacts, payments, or opportunities

Quick overview of your BBH homescreen options.

How to set up your Business Info and Upload your Company Logo

How to add/update employees in My Staff under Team Management

How to create new, edit, or delete Pipelines / Pipeline Stages

How to set up your personal Profile in the settings tab

How to edit/adjust your pre-made Calendars

How to find/setup your Business Twilio Phone Number

How to set up your Reputation Management BEFORE sending out SMS/Email review requests

How to create/edit your Custom Values for SMS & Email messages