Help center
Account Features | Intellia
All collections
CRM Basic
Account Features
Account Features
Reputation - Breaking Down the Reviews Tab
Dashboard
How to Edit a dashboard
How To Create A Custom Dashboard
Media Storage
Complete Guide to Media Storage
Marketing
How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
How To Create An Affiliate Campaign
How To Create An Email Template
Getting Started - Setup Social Planner
Payments
How to Use the Inventory Management Features for Your Online Store in Intellia
How to use Documents & Contracts?
How To Create An Invoice
How To Create Installment Plan In Intellia
How To Create A Payment Link
How to Import Products From Stripe
Sites - Website Guide
How To Build A Website From Scratch
Sites - Form Builder
How To Create A Survey Form
How To Embed The Survey Form On The External Website
How To Embed The Form On The External Website
How To Create A Form
Sites - Landing Page Guide
How To Create a Funnel
How to Add Meta Pixel Code to Your Funnel’s Header Tracking
How To Create A Split Test Funnel
How To Create Demo Page And How To Share The Link
How To Create Organic Website Link
A List of Workflow Triggers
1-To-Infinity
1-To-Many
1-To-1
Memberships
How To Create Your Community
How To Automatically Grant Users Access To Membership Courses
How To Manually Grant Access The Membership Courses To The Users
How To Create A Membership Course/Offer
How to set up the Client Portal?
Manual Certificate Email Template
Issue certificates on Course Completion
Manually Issue Certificates
Create a Template - Certificate
Products: Manual and Smart Collections
Contacts
How To Import Contacts
Adding Multiple Phone Numbers for a Contact
Intellia — Export Contacts as CSV
Opportunities
Opportunities Pipeline Stages
Conversations
Unread VS Read - Must Manually Mark as Read
View & Edit AI Response Info in Conversations
Overview of Conversation Filters
How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
Contact Engagement Score
Live Chat
Right Panel & Expandable Sidebar in Conversations
Activity Cards in Conversations
Attachments Made Easy in Conversations
Conversations FAQs
Workflow Action - Log External Call
Instagram DM - Workflow Action
How to Save Draft Messages in Conversations
Conversations - Snippets
Select SMS To and From Numbers
Conversations - How to Add Internal Comments & Mention Users
Conversations: Group Chat for SMS
Guide to Quick Replies for Facebook & Instagram
Activity Cards in Conversations
Internal Chat: Private Team Communication
Getting Started with the New Conversations Experience
Understanding Trigger Links in Design
Understanding Manual Actions in Design
Understanding Snippets in Design
Conversations - How to Setup & Track SLAs
