logixx

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Getting Started

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🚀First Login

The lead management software that delivers!

logixx CRM

Supported Web Browsers, Hardware, and Software Configurations

System Requirements

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User Profile

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Profile Settings

Email Signatures

Manage your in-app and email notifications

Notification Settings

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Tools

Tools > Calendar

Notification Center

Calendar Event Reminders

Time Zones

Managing and setting your default calendar

Calendars

Monevo Integration in Logixx CRM

ALV Underwriting tab

ALV Underwriting Profiles

FORTH Submission

API Profiles

API Profiles – Filter Panel Explained

logixx Voice

System & Browser Requirements

Mobile Apps

Getting started with the iOS App

logixx Voice calling & video requirements for browsers WebRTC

Browser WebRTC Settings for logixx Voice

Operator Panel

VOICE

Downloading & Installing

Desktop Phones (Physical Phones)

Softphones- Desktop App

logixx Workflows are preset scripts and flows designed to streamline tasks and processes.

Workflows

A quick and easy way to keep users educated and informed

Help Topics

Tickets

Notification Hooks

logixx Guide Glossary

Guided and dynamic agent scripting software

logixx Guide

GUIDE

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.