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These videos below will help you navigate your platform.

Part One:

1.0 General CRM Overview

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 Facebook Connectivity

Part Two:

1.8 Dashboard Overview

1.9 Conversations

1.10 Opportunities

1.11 Stripe Integration

1.12 Contacts & Smart Lists

1.13 The Dialer

1.14 Settings: Integrating Mailgun

1.15 Settings: Twilio Integration

1.16 Invoices - Overview

2.0 Social Planner - Overview

2.1 Building Emails

2.2 Templates

2.3 Trigger Links

2.4 Video Component in the Email Builder

3.0.1 Scheduling: Creating Calendars-I

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

3.4 Zoom Integration

Part One:

4.0 Triggers: Overview

4.1 Forms and Triggers

4.2 Appointments and Triggers

4.3 Campaigns

4.4 How to create an appointment reminder campaign

4.5 Triggering Actions with Trigger Links

4.6 Task Reminders with Triggers

Part Two:

4.7 Exporting Data With Zapier

4.8 Using The Positive Intent Trigger

4.9 Activate Google My Business Chat

4.10 Workflow Builder Overview

4.11 Workflow Builder - If/Else Condition

4.12 Workflow Builder - Wait Event

4.13 Workflow Builder - Go To Event

5.0 Funnel Builder

5.1 Form Builder

5.2 Survey Builder

5.3 Add Chat Widget To Website

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

8.0 Setting Up Root Domains

8.1 Setting Up Sub-Domains

8.2 Setting up Shopify Integration

7.0 Bulk Actions For Contacts

7.1 Attach Files To A Contact Record

9.0 How to use Appointment Reporting

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