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Settings | Pest AI

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Settings

Customize platform settings to fit your operation’s needs.

Adding a New Employee to Your Pest AI Platform

Maximizing the Media Library

Time Zone Management for Users and Leads

Managing Your Team Effectively

How to Create New Tags in Pest AI

Inbound Call Routing- Assigning Staff Members To Receive Inbound Calls in Pest AI

How to Reset Your Password in PEST AI

How to Change Your Password in PEST AI

Customizable 404 Error Page

How to Delete Tags on Pest AI

Understanding Time Zones

How to Change the Currency Type

Mastering Email Validation with Pest AI

How To Add a 3rd Party Email/SMTP Account

GDPR Compliance Setup

Pest AI Phone Regulatory Bundle

Business Profile

Managing General Information in Your Profile Settings

Managing Business Information in Your Profile Settings

How to Retrieve Your API Key in Pest AI CRM

Managing Call and Voicemail Settings in Your Pest AI CRM Profile

How to Enable Duplicate Contacts in Pest AI

How to Enable Allow Duplicate Opportunities in Pest AI

How to Enable Email Address Verification When Sending the First Email to a Contact in Pest AI

How to Enable Phone Number Validation When Sending the First SMS to a New Contact in Pest AI

How to Enable "Mark Email as Invalid" for Hard Bounces

How to Change the Currency Type

Internationalization: Multiple Language Support

My Staff

Managing Team Members & User Settings

How To Include Email Signatures On All Outgoing Messages

My Profile

Settings: My Profile

How To Reset Your Password

Phone Number

Understanding LeadConnector's Phone System Trust Center and A2P 10DLC Compliance

How to Add and Purchase a Phone Number in Pest AI

Phone Messaging Policy

Twilio Phone Settings

Error and Opt-out Rate Monitoring

Optimizing SMS and Phone Number Validation

Adding a Dedicated Phone Number to a User in Pest AI

How to Add a Toll-Free Number in Pest AI

Domain

Understanding Domains

Settings: Domains

Adding a Domain to Your Pest AI CRM Account

How to use the Domain Connect feature?

How to set up a dedicated sending domain within a Sub-Account

Email Setup: Adding DNS Records for Email Integration in Pest AI CRM

Leveraging Domains and Subdomains for Your Business in Pest AI

Branded Domains for Sub-Accounts

How To Point A Domain or Sub-Domain To WordPress

Domain Migration To CloudFlare

Integrations

How to Connect to Your Google Business Location(s)

How to Integrate Facebook Page and Instagram Business Profiles with Your CRM

Adding a Phone Number to Your Google Business Profile

How to Connect an Instagram Account to a Facebook Page in Business Portfolio in Meta Business Suite Desktop

How to troubleshoot your Google Ads Reporting

Introducing Multi-Page Facebook and Instagram Integration

Custom values

How to Create Custom Values in Pest AI

How to Add New Folders in the Custom Values Tab in Pest AI

Custom Fields

Adding Single-Line Text Input Custom Fields in Pest AI

How to Create Date Picker Custom Fields in Pest AI

How to Create Number Custom Fields in Pest AI

How to Create Folders Under Custom Fields in Pest AI

How to Create Phone Number Custom Fields in Pest AI

How to Create Radio Select Custom Fields in Pest AI

Creating Monetary Custom Fields in Pest AI

Creating Single Dropdown Custom Fields in Pest AI

Changing the Status of a Deal

Reputation Management

Settings: Reputation Management

Tags

How to Delete Tag in the List