PARIALS
KNOWLEDGE BASE
Get quick answers, helpful guides, and step-by-step instructions for getting the most out of your CRM.
Knowledge Base
Browse articles or use the search bar below to quickly find what you need.
How to Log Into Your CRM
Step-by-step guide to accessing your dashboard at app.parials.com.
Read Article →How to Submit a Content Request
Learn how to submit your design projects and track usage.
Read Article →Client Hub vs. CRM: What’s the Difference?
Learn when to use the Client Hub vs. the CRM. Submit requests in the Hub, manage marketing tools in the CRM.
Read Article →How to Buy More Points
Learn how to purchase additional design points when your balance is low.
Read Article →How to Schedule Social Media Posts
Use the Social Planner inside your CRM to create and schedule posts for your platforms.
Read Article →Using the Unified Inbox
Manage all incoming leads and messages across platforms from one dashboard.
Read Article →How to Send an Email Campaign
Create and send branded email campaigns to your leads and customers directly from the CRM.
Read Article →Using the CRM Calendar Tool
Set up your calendar, create appointment types, and let clients book with ease.
Read Article →How to Request Revisions to a Design
Need something tweaked? Here's how to request edits or provide feedback on delivered designs.
Read Article →How to Upload Files or Brand Assets
Attach your logo, photos, or references directly with your content request to keep designs on-brand.
Read Article →What’s Included in My Monthly Plan?
Breakdown of what your subscription includes and how to get the most out of your points each month.
Read Article →How to Schedule a Call With Our Team
Need help or want to discuss strategy? Here’s how to schedule a check-in directly from your dashboard.
Read Article →How to Use Automations in Your CRM
Create simple workflows that automate follow-ups, email sequences, and lead nurturing — all inside your CRM.
Read Article →How to Create Forms & Intake Funnels
Learn how to build lead capture forms or funnels to streamline client onboarding and information gathering.
Read Article →Tracking Performance With CRM Analytics
Monitor your marketing results using built-in dashboards for email, funnel, and campaign tracking.
Read Article →How to Connect a Custom Domain
Step-by-step guide to connecting your domain to a funnel or website inside your CRM — with SSL included.
Read Article →Adding Users & Setting Permissions
Invite team members, assign roles, and manage who can access content, contacts, or campaign tools.
Read Article →How to Send a Review Request
Automatically or manually ask customers for a Google or Facebook review through your CRM dashboard.
Read Article →How to Set Up Your CRM Dashboard
Customize your CRM home screen with widgets, calendars, analytics, and tools you use most.
Read Article →How to Set Up Media Storage in Your CRM
Learn how to upload images, manage your media library, and connect your Google Drive if needed.
Read Article →How Does Content Approval Work?
Understand how content is sent, what to review, and how to approve or request updates with clear deadlines.
Read Article →Having Trouble Logging In?
If you’re locked out or not receiving login emails, here’s what to check and how to reset your access.
Read Article →How Social Media Content Creation Works
Learn how we design your posts, how you can request content, and how it gets scheduled through your CRM.
Read Article →How to Set Up Email Marketing in the CRM
Learn how to configure your sender details, domain, and email builder so you're ready to launch campaigns.
Read Article →How to Contact Support
Need help fast? Submit a support request through the Hub or schedule a call with our team directly.
Read Article →Looking to Do More With Your CRM?
Explore flexible design & marketing services that you can activate with our design points — no long-term contracts.
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