Customer Success
Articles
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General settings
Here you'll find the general settings (assignment, meetings and leads) that will be applied to the entire account. How does it work? To easily manage the general settings, you need to click on you...
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How to configure the Chrome Extension settings
If you want to edit the information visible in the plug-in and manage its actions, you need to click on your user name and click on Account Settings. Then, go to Preferences, specifically to Chrom...
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How to capture leads or companies in LinkedIn
While you're navigating through the LinkedIn web, after installing the plug-in you'll see it on the bottom right of the screen. To start using it, first, you need to log in to your Bloobirds acco...
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Security
In case you need or want to change your password, go to User settings > Security. There, you just have to write your current password and the new one. Take into account that you need to include a...
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Reminders
If you need to get notified before a task, you can set reminders in the Bloobirds app. How does it work? You can easily do it by clicking on your user name and then selecting User settings. Once...
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How to activate cadence pauses
Do you need a break? You can pause your cadences while you are out of the office or on holiday. New cadences will take into account your pauses and existing cadences will skip these days. How doe...
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How to download the Bloobirds Capture plug-in
This tool allows you to research your prospects on LinkedIn and save them right into Bloobirds quickly and easily! You can download it by clicking on the following link or from your user settings. ...
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How to connect my email account
With this feature, Bloobirds synchronizes all the emails sent (outgoing) and received (incoming) from registered leads. You can synchronize more than one email account for the same user. We support...
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General settings
If you want to change the name, abbreviation, and color of your user or the timezone you can easily do it by clicking on your user name and then selecting User settings. First of all, you'll see t...
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Advantages of creating meetings on Bloobirds vs. Google Calendar or Outlook
Did you know that creating your meetings directly on Bloobirds is a huge time-saver, super easy, and perfectly synchronized with your calendars outside of the platform? In this article, we break do...