Looking for help?

The videos below will help you navigate your platform.

1. Getting Started

  • 1.0 General CRM Overview
  • 1.1 Settings: Profile
  • 1.2 Settings: Company
  • 1.3 Settings: Team Management
  • 1.4 Settings: Integrations
  • 1.5 Settings: Pipelines
  • 1.6 Settings: Phone Numbers
  • 1.7 Settings: Templates
  • 1.8 Facebook Connectivity
  • 1.9 Dashboard Overview
  • 1.10 Conversations
  • 1.11 Opportunities
  • 1.12 Stripe Integration
  • 1.13 Contacts & Smart Lists
  • 1.14 The Dialer
  • 1.15 Settings: Integrating Mailgun
  • 1.16 Settings: Twilio Integration

2. Marketing

  • 2.0 Campaigns
  • 2.1 Bulk Requests
  • 2.2 Trigger Links
  • 2.3 Form Builder
  • 2.4 Survey Builder

3. Scheduling

  • 3.0 Create and edit Calendars
  • 3.1 Integrating Google Calendar
  • 3.2 Add Payments to Appointments
  • 3.3 Integrating Outlook Calendar

4. Triggers

  • 4.0 Triggers: Overview
  • 4.2 Forms and Triggers
  • 4.3 Appointments and Triggers
  • 4.4 Triggering Actions with Trigger Links
  • 4.5 Task Reminders with Triggers
  • 4.6 Exporting Data With Zapier

5. Funnel Builder

  • 5.0 Funnel Builder

6. Memberships

  • 6.0 Memberships: Site Setup
  • 6.1 Membership: Product Setup
  • 6.2 Memberships: Product Customization
  • 6.3 Memberships: Product Content
  • 6.4 Membership: Offers and Checkout

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