Building and Overseeing Custom Websites

Modified on Wed, 4 Sep at 10:03 AM

Step 1: Building Your Website

To kick off your website development, follow these steps:

1. Access the Websites Section: Start by locating the "Websites" tab within the CRM dashboard. 


Websites Section


2. Initiate a New Website: Click on the "+New Website" button to begin. A dialog box will appear, prompting you to enter a name for your website, which is essential for keeping track of multiple sites within the CRM.

3. Customizing Your Website: After entering the name, click "Create Website". You'll then have the option to add new pages by selecting "+Add New Page". 


Create New Website


4. Utilize the Drag-and-Drop Builder: The website builder allows you to drag sections, rows, columns, and various elements onto your page. You can customize each part using the menu on the left, adjusting fonts, spacing, alignment, links, and more.


5. Saving and Preview: Make sure to save your progress regularly. Use the "Preview" function to see how your site will appear in a web browser. 

Save and Preview

Tip: You can easily manage or duplicate your website using the 'Clone' and 'Edit' options.

Step 2: Website Management

Efficient management of your website post-launch is essential:

1. Accessing Funnels & Websites: This section provides an overview of all your existing websites, along with the option to create new ones.


 Manage Websites


2. Search and Modify: Use the search bar to locate specific websites. The icons on the right of each website listing allow you to clone or modify the site as needed.


 Search and Modify


Tips and Common Queries 

  • Domain and Path Configuration: Ensure that the Domain and Path settings under the "Settings" tab are correctly configured. This is vital for making your site accessible to visitors. For more detailed instructions, refer to the CRM's Domains tutorials.


Frequently Asked Questions:

  • Can I edit my website after it's published? Yes, you can update your site anytime by using the 'Edit' option.

  • How do I ensure my website is mobile-friendly? The website builder automatically optimizes your site for mobile devices, but it’s always wise to preview your site on various devices to confirm compatibility.



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