Sites

Creating and Managing Custom Websites

Creating and Managing Custom Websites Creating and Managing Custom Websites Summary: How to use the CRM's drag-and-drop builder to create web pages Websites are the digital face of your business. They allow you to promot

2 min read· 484 words· 11 images

Creating and Managing Custom Websites

Summary:

How to use the CRM's drag-and-drop builder to create web pages

Websites are the digital face of your business. They allow you to promote your brand and attract leads' attention by providing information about your products and services. Creating a website inside your CRM makes information collection much easier. So, 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.

Creating and Managing Custom Websites – figure 1

A popup window will appear. In it, you'll be prompted 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.

Creating and Managing Custom Websites – figure 2

Click “+Add New Page” to create the first page on your website.

Creating and Managing Custom Websites – figure 3

Give a name and path to your page then click Create New Page.

Creating and Managing Custom Websites – figure 4

Click Create from Blank to access the builder.

Creating and Managing Custom Websites – figure 5

Within the website builder, you can drag sections, rows, columns, and elements onto your page. 

Creating and Managing Custom Websites – figure 6

You can customize each element using the menu on the right, adjusting font, spacing, alignment, hyperlinks, and more.

Creating and Managing Custom Websites – figure 7

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

Creating and Managing Custom Websites – figure 8

📌 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 publically available, for this head to the settings section of your website.

Creating and Managing Custom Websites – figure 9

Select the domain you'd like to connect it to.

Creating and Managing Custom Websites – figure 10

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

Creating and Managing Custom Websites – figure 11

And there you have it, this is the beginning of your website builder journey so feel free to explore and experience it firsthand. If you'd like to understand more about its functionality please read our related articles!

Additional Tips and Troubleshooting

Domain and Path Settings

Under the "Settings" tab for your website, ensure the Domain and Path are correctly set up. This is crucial for making your website accessible to visitors. For detailed guidance, refer to the CRM's Domains tutorials.

Frequently Asked Questions (FAQs):

  • Q: Can I edit my website after it's published?A: Yes, you can edit your website at any time using the 'Edit' option.
  • A: Yes, you can edit your website at any time using the 'Edit' option.
  • Q: How do I ensure my website is mobile-friendly?A: The CRM's website builder automatically adjusts for mobile responsiveness, but always previews your site on different devices to ensure compatibility.
  • A: The CRM's website builder automatically adjusts for mobile responsiveness, but always previews your site on different devices to ensure compatibility.
Tagswebsitebuildercreateclickpageeditwebsitescrmdomaincreating