Things To Know
Onboarding Checklist
Video Quick Links
Merge Fields (Custom Values)
Dashboard
📑CONVERSATIONS
Manual Actions
Templates
- Add Text Template
- Add Email Template
Trigger Links
- Links
- Analyze
🗓️Calendars
- Calendar Color Codes
Appointments
- Schedule New Appointment
Calendar Settings
CONTACTS
Smart Lists
Contact Details
- Contact Details - Messages Panel
- Contact Details - Information Panel
Contact Requests
Bulk Actions
Restore
Tasks
Company
Manage Smart Lists
🔔Opportunities
- Filter Opportunities
- Create New Opportunities
Pipelines
💸Payments
- Invoices
  - Creating New Invoice
  - Recurring Templates
Orders
Subscriptions
Transactions
Coupons
- Creating New Coupons
Products
- Importing Stripe Products
- Creating New Products
Tax Settings
Integrations
📣MARKETING
Social Planner
Emails
Templates
Trigger Links
- Analyze
Affiliate Manager
🤖Automation
Workflows
Create New Workflow
Workflow Triggers
Workflow Actions Overview
🖥️SITES
Funnels & Websites
Blogs
- Adding Blog Lists to Websites and Funnels
Memberships
Forms
Surveys
Chat Widget
Media
URL Redirects
Domains
- XML Sitemaps
⭐REPUTATION
Overview
Requests
Reviews
Reputation Management
📈REPORTING
Google Ads Reporting
Facebook Ads Reporting
Attribution Report
- Conversion Report
- Source Report
Call Reporting
- Advanced Call Reporting Filters
Agent Reporting
Appointment Report
⚙️SETTINGS
Business Profile
My Staff
- Team Management
- Teams
Pipelines
Phone Number
Profile
- Notifications
Custom Fields
- Creating New Custom Fields
Custom Values
- Add Custom Value
Integrations
Tags

On this page

🤖Automation

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Last updated 2 years ago