Websites are the digital face of your business. They allow you to promote your brand and attract leads by providing information about your products and services. Creating a website inside your CRM makes information collection much easier. Let’s cover our bases and learn how to create and manage one.

Creating Your Website #

To get started with your website creation, follow these steps:

• Navigate to the Websites tab inside the Sites section and click + New Website to begin.
• A popup window will appear, prompting you to enter a Website Name or select a template to start building. For this example, we’re starting “From Blank.” Add a name to your website, then click Create.

Note: Your website’s name serves only internal identification purposes; it is not visible to customers.

• Click + Add New Page to create the first page on your website.
• Give a name and path to your page, then click Create New Page.
• Click Create from Blank to access the builder.

Within the website builder, you can drag sections, rows, columns, and elements onto your page. You can customize each element using the menu on the right, adjusting font, spacing, alignment, hyperlinks, and more.

Always save your changes before exiting the builder. Use the “eye” button to see a preview of your page in the browser.

Note: You can Clone or Edit your website for easier management and replication of designs.

Managing Your Websites #

Once you’ve created a website, you can connect it to a domain and make it publicly available. To do this, head to the settings section of your website.

• Select the domain you’d like to connect it to.
• If you’d like to unpublish a connected website without deleting it, click “Remove” under the connected domain.

And there you have it. This is the beginning of your website builder journey, so feel free to explore the tools and build a site that represents your business.

Frequently Asked Questions #

How do I create a new website? #

Go to the Websites tab in the Sites section, click + New Website, enter a name or choose a template, then click Create to begin building.

Is my website name visible to customers? #

No. The website name is used only for internal identification and is not shown to customers.

How do I build pages once my website is created? #

Click + Add New Page, give the page a name and path, then choose Create from Blank to open the builder, where you can drag in sections, rows, columns, and elements.

How do I preview my page before publishing? #

Use the “eye” button in the builder to see a preview of your page in the browser. Always save your changes before exiting.

How do I make my website publicly available? #

In the website’s settings section, select the domain you want to connect, which publishes the site to that web address.

Can I take a website offline without deleting it? #

Yes. Click Remove under the connected domain to unpublish the website while keeping it intact for later use.