Help center
Account Features | Intellia
All collections
CRM Basic
Account Features
Account Features
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 - Funnel 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
Cart Funnel - 1. Prepare Assets
Cart Funnel - 2. Customize Funnel
Cart Funnel - 3 : How to change URL paths on Intellia Funnels
Cart Funnel - Funnel & Automation
1 Presentation Close - 1. Prepare Assets
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
Contacts
How To Import Contacts
Adding Multiple Phone Numbers for a Contact
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
1 Presentation Close - 2. Customize Funnel
1 Presentation Close - 3. How to Create a Zoom Webinar Link for Your Webinar Campaign and Embedding it in Reminder Emails
1 Presentation Close - 4. Automation Set Up
1 Presentation Close - 5 : How to change URL paths on Intellia Funnels
1CallClose™ - 1. Prepare Assets
1CallClose™ - 2. Customize Funnel
1CallClose™ - 3. Automation Set Up
1CallClose™ - 4 : Adjusting Availability Settings for Intellia Calendars
1CallClose™ - 5 : How to change URL paths on Intellia Landing Page
A List of Workflow Triggers
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
