Video Quick Links

CRM Sections

Dashboard

Dashboard Overview

Conversations

• Conversations

  • Sending Messages

    • Sending Emails

    • Sending SMS

    • Send Quick Payment Link

  • Contact Details

• Manual Actions

• Add Text Template

• Add Email Template

• Trigger Links

• Trigger Links - Analyze

Calendars

Calendars

• Calendars

• Calendar Color Codes

Appointments

• Appointments

• Schedule New Appointment

Contacts

• Smart List Quick Action Buttons

• Add Contacts - Quick Action

• Pipeline Change - Quick Action

• Add to Workflow - Quick Action

• Send SMS - Quick Action

• Send Email - Quick Action

• Add Tag - Quick Action

• Remove Tag - Quick Action

• Delete Contact - Quick Action

• Send Review Request - Quick Action

• Export Contacts - Quick Action

• Import Contacts - Quick Action

• Merge Contacts - Quick Action

• Contact Details

  • Contact Details - Message Panel

  • Contact Details - Information Panel

Payments

Products

• Overview Video

• Importing Stripe Products

• Creating New Products

Integrations

• How to setup Paypal and stripe Integrations

Marketing

Email Template

• Text Element

• Image Element

• Button Element

• Divider Element

• Footer Element

• Code Element

• Video Element

• Shopping Cart Element

• RSS Header & RSS Items Elements

• Email Layouts

• Appearance Tab

• Email " Settings " Section

• Email " Send or Schedule " Section

Automation

Workflows

• Workflows

Workflow Triggers

• Workflow Triggers Overview

  • CRM Triggers

  • Appointment

  • Birthday Reminder

  • Call Status

  • Contact Changed

  • Contact Created

  • Contact DND

  • Contact Tag

  • Custom Date Reminder

  • Customer Booked Appointment

  • Customer Replied

  • Email Events

  • Form Submitted

  • Note Added

  • Note Changed

  • Opportunity Status Changed

  • Order Form Submission

  • Pipeline Stage Changed

  • Stale Opportunities

  • Survey Submitted

  • Task Added

  • Task Reminder

  • Twilio Validation Error

• Membership Triggers

  • Category Completed

  • Membership New Signup

  • Offer Access Granted

  • Offer Access Removed

  • Product Access Granted

  • Product Access Removed

  • Product Completed

  • User Login

• Facebook Triggers

  • Facebook Lead Form Submitted

• Payment Triggers

  • Invoice

• Shopify Triggers

  • Abandoned Checkout

  • Order Fulfilled

  • Order Placed

Workflow Actions

• Workflow Actions Overview

  • Manual SMS

  • Manual Call

Sites

Funnels

• Funnels

• Steps Tab

• Stats Tab

• Sales Tab

• Settings Tab

• Adding Products To Funnels

Funnel Builder

• 2 - Step Order Form

Memberships

• Memberships - Dashboard

• Memberships - Products

• Memberships - Offers

• Memberships - Settings

Forms

• Create & Edit Forms

• Forms - Builder

• Forms - Analyze

• Forms - Submissions

Chat Widget

• Overview/Install

• Chat Bubble

• Widget Window

• Acknowledgment Settings

Reputation

• Reputation Overview

• Reputation Requests

Reputation Management

Sending Review Requests

Settings

• Custom Fields

• Overview Video

• Creating New Custom Fields

Integrations

• Integrating Google My Business

Tags

• Tags Overview