Adding a New Client Record Once you have logged in, the Navigation Panel will appear on the left side of the screen. Click on Clients...
Adding a SourceLink Email Account in Outlook Adding a SourceLink Account in Outlook (Latest Versions) In order to allow Outlook to connect to your Google email account,...
Creating Web Forms SourceLink℠ offers easy-to-use forms that can be embedded in your website and used to collect information that can be automatically loaded...
Hotline Protocol When small business owners call the SourceLink℠ Hotline, contact you by email or submit an intake form, you should be...
How to Submit Great Tickets Our job at SourceLink℠ is to help you get to the bottom of technical issues that may occur from time...