Tutorials

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

Marketing

2.0 Campaigns

2.1 Bulk Requests

2.2 Trigger Links

2.3 Form Builder

2.4 Survey Builder

2.5 Add Chat Widget To Website

2.6 How to create an appointment reminder campaign

2.7 Building Emails

2.8 Video Component in the Email Builder

Scheduling

3.0.1 Scheduling: Creating Calendars-I

3.4 Zoom Integration

3.5 How to use Appointment Reporting

3.0.2 Scheduling: Creating Calendars-II

3.0.3 Scheduling: Creating Calendars-III

3.1 Integrating Google Calendar

3.2 Add Payments to Appointments

3.3 Integrating Outlook Calendar

Triggers

4.0 Triggers: Overview

4.1 Forms and Triggers

4.2 Appointments and Triggers

4.3 Triggering Actions with Trigger Links

4.4 Task Reminders with Triggers

4.5 Exporting Data With Zapier

4.6 Using The Positive Intent Trigger

4.7 Activate Google My Business Chat

Funnel Builder

5.0 Funnel Builder

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

Settings

8.0 Setting Up Root Domains

8.1 Setting Up Sub-Domains

Contacts

7.0 Bulk Actions For Contacts

7.1 Attach Files To A Contact Record

Workflow Builder

9.0 Workflow Builder Overview

9.1 Workflow Builder - If/Else Condition

9.2 Workflow Builder - Wait Event

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