The Websites section of your CRM is a centralised hub for creating, managing, and organising your online presence. This overview will walk you through the organisational tools available on this page, helping you keep your workflow tidy and your workspace running smoothly.

📌NOTE: Depending on your user permissions, you may not have access to all of the components.

To get started, navigate to Sites > Websites in your CRM.

Create Folder

This feature lets you create folders to save your websites into, keeping the space organised.

Create New Website

You can create a new website with this option. Once you click on "+ New Website".

Recent

The "Recent" section displays the websites you've worked on recently, so you can jump back into them without searching through your full list.

List

View all your websites in an organised list format. This makes it easy to scan through names and statuses at a glance.

Search Websites By Name

Type a website name into the search bar to locate it quickly. This saves time and keeps navigation straightforward.

Website Card

The website card shows the website's name, whether it is live or in draft mode, when the last edits were made, the number of pages within the website, and some further options for making changes to existing websites.

  • Website Name: This is the name of your website. It can be edited using the settings option.
  • Status: This indicates if the website is live or still in draft mode.
  • Last Updated: This shows the date and time of the most recent edits.
  • Total website pages: Provides an overview of how many pages the website contains.

Action

Access the Action menu by clicking on the three-dotted button next to a website. This menu provides several options to manage your website:

  • Edit the website: Edit your site directly, such as adding, updating, or removing content on specific pages.
  • Clone: Useful when you want to reuse most of the content from an existing website. You can copy the entire website and adapt the content as needed.
  • Move to folder: If you have a folder set up to store websites in one place, use this option to move a website from its current location to that folder.
  • Upload to Website Templates: Upload the template you've created into your Website template library.
  • Share: Share the link to this website by selecting this option.
  • Delete: This option deletes the website entirely. When you click the delete button, the system will prompt you to type "DELETE" into the provided field. Please note that once deleted, the website cannot be recovered.

The website builder is designed to simplify the process of creating and managing your online presence. From organising your workspace to customising your site, every feature is built to support your productivity and creativity.

##