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Knowledge Base

Getting Started

Make a difference- Save Trees
Using Connect feature
Release a mTap
How many views and clicks?
Lead vs. Contact
How to change the theme of your mTap profile?
To enable the NFC feature in your Android device.
How to enable NFC in your iPhone?
How can users download your contact information?
How does mTap work?
How to add links to your mTap profile?
How to install Widget on your Android phone
How to install Widget on your iPhone
How to reassign your mTap Devices?
How to set up email and text message templates on mTap?
How to set up your mTap profile?
How to use advanced fields in your mTap Profile?
How to use the mTap mobile app?
How to add your mTap signature to your Gmail?
How to create email signature in mTap?
How to add your mTap signature to your Outlook?
What Is mTap and How to Sign-Up For Your mTap Account?
How To Add the mTap App as a Widget on Your Phone
Creating Your Profile: Adding Content
How to Share Your mTap profile?
How to use mTap Hub? Adding Contacts & Sending Follow-Up Messages
Working With Follow-Up Templates on mTap
Multiple Profile Creation And Usage
How to Activate mTap NFC Devices?
The Menu Tab: Introducing All Elements in The Menu Tab
How to Sign Up and build your profile on mTap Website?
How to Change Header Style Layout, Color, Background Image & Profile Colors on the mTap Website
Lead Management in mTap Website
User Guide: Understanding Contacts vs. Leads in the mTap Ecosystem

Grow your network

How Can You Use Your mTap Profile?
How to Add Links to Your Profile
Customize Your profile
3 Ways to Share Your Profile
Activating Multiple mTaps
How to use mTap Analytics
How to optimize your mTap profile?
How to download lead/contact information into your mobile device.
How to add a contact using mTap?

Integrations

Getting Started with mTap
Salesforce Integration Mobile
HubSpot Integration Mobile
Redtail Integration Mobile
Zoho Integration Mobile
Campaign Level Integration With Zoho CRM
Salesforce Integration Web
HubSpot Integration Web
Redtail Integration Web
Zoho Integration Web

Cheat Sheets

How to use custom fields in your mTap Profile?

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