# Video Quick Links

**CRM Sections**

<details>

<summary>Dashboard</summary>

[Dashboard Overview](https://asads-organization-2.gitbook.io/knowledge-base-main/dashboard)

</details>

<details>

<summary>Conversations</summary>

* [Conversations](#conversations)
  * [Sending Messages](https://asads-organization-2.gitbook.io/knowledge-base-main/conversations/sending-messages)
    * [Sending Emails](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/external-communication-actions/send-email)
    * [Sending SMS](https://asads-organization-2.gitbook.io/knowledge-base-main/conversations/sending-messages/sending-sms)
    * [Send Quick Payment Link](https://asads-organization-2.gitbook.io/knowledge-base-main/conversations/sending-messages/send-quick-payment-link)
  * [Contact Details](https://asads-organization-2.gitbook.io/knowledge-base-main/contact-details)
* [Manual Actions](https://asads-organization-2.gitbook.io/knowledge-base-main/manual-actions)
* [Add Text Template](https://asads-organization-2.gitbook.io/knowledge-base-main/templates/add-text-template)
* [Add Email Template](https://asads-organization-2.gitbook.io/knowledge-base-main/templates/add-email-template)
* [Trigger Links](https://asads-organization-2.gitbook.io/knowledge-base-main/trigger-links)
* [Trigger Links - Analyze](https://asads-organization-2.gitbook.io/knowledge-base-main/trigger-links/analyze)

</details>

<details>

<summary>Calendars</summary>

**Calendars**

* [Calendars](https://asads-organization-2.gitbook.io/knowledge-base-main/calendars)
* [Calendar Color Codes](https://asads-organization-2.gitbook.io/knowledge-base-main/calendars/calendar-color-codes)

Appointments

* [Appointments](https://asads-organization-2.gitbook.io/knowledge-base-main/appointments)
* [Schedule New Appointment](https://asads-organization-2.gitbook.io/knowledge-base-main/appointments/schedule-new-appointment)

</details>

<details>

<summary>Contacts</summary>

* [Smart List Quick Action Buttons](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons)
* [Add Contacts - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/add-contact)
* [Pipeline Change - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/opportunities/pipeline-stage-changed)
* [Add to Workflow - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/crm-actions/add-to-workflow)
* [Send SMS - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/external-communication-actions/send-sms)
* [Send Email - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/external-communication-actions/send-email)
* [Add Tag - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/add-tag)
* [Remove Tag - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/remove-tag)
* [Delete Contact - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/delete-contact)
* [Send Review Request - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/send-review-request)
* [Export Contacts - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/export-contacts)
* [Import Contacts - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/import-contacts)
* [Merge Contacts - Quick Action](https://asads-organization-2.gitbook.io/knowledge-base-main/smart-lists/smart-list-quick-action-buttons/merge-contacts)
* [Contact Details](https://asads-organization-2.gitbook.io/knowledge-base-main/contact-details)
  * [Contact Details - Message Panel](https://asads-organization-2.gitbook.io/knowledge-base-main/contact-details/contact-details-messages-panel)
  * [Contact Details - Information Panel](https://asads-organization-2.gitbook.io/knowledge-base-main/contact-details/contact-details-information-panel)

</details>

<details>

<summary>Payments</summary>

**Products**

* [Overview Video](https://asads-organization-2.gitbook.io/knowledge-base-main/products)
* [Importing Stripe Products](https://asads-organization-2.gitbook.io/knowledge-base-main/products/importing-stripe-products)
* [Creating New Products](https://asads-organization-2.gitbook.io/knowledge-base-main/products/creating-new-products)

**Integrations**

* [How to setup Paypal and stripe Integrations](https://asads-organization-2.gitbook.io/knowledge-base-main/integrations)

</details>

<details>

<summary>Marketing</summary>

**Email Template**

* [Text Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/text-element)

* [Image Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/image-element)

* [Button Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/button-element)

* [Divider Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/divider-element)

* [Footer Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/footer-element)

* [Code Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/code-element)

* [Video Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/video-element)

* [Shopping Cart Element](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/shopping-cart-element)

* [RSS Header & RSS Items Elements](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/rss-header-and-rss-items-elements)

* [Email Layouts](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/email-layouts)

* [Appearance Tab](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-edit-section/appearance-tab)

* [Email " Settings " Section](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-settings-section)

* [Email " Send or Schedule " Section](https://asads-organization-2.gitbook.io/knowledge-base-main/emails/template/email-send-or-schedule-section)

</details>

<details>

<summary>Automation</summary>

**Workflows**

* [Workflows](https://asads-organization-2.gitbook.io/knowledge-base-main/workflows)

**Workflow Triggers**

* [Workflow Triggers Overview](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview)
  * **CRM Triggers**
  * [Appointment](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/appointment)
  * [Birthday Reminder](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/birthday-reminder)
  * [Call Status](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/events/call-status)
  * [Contact Changed ](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/contact-changed)
  * [Contact Created](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/contact-created)
  * [Contact DND](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/contact-dnd)
  * [Contact Tag](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/contact-tag)
  * [Custom Date Reminder](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/custom-date-reminder)
  * [Customer Booked Appointment](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/appointment/customer-booked-appointment)
  * [Customer Replied](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact-actions/customer-replied)
  * [Email Events](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/events/email-events)
  * [Form Submitted](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact-actions/form-submitted)
  * [Note Added](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/note-added)
  * [Note Changed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/note-changed)
  * [Opportunity Status Changed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/opportunities/opportunity-status-changed)
  * [Order Form Submission](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact-actions/order-form-submission)
  * [Pipeline Stage Changed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/opportunities/pipeline-stage-changed)
  * [Stale Opportunities](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/opportunities/stale-opportunities)
  * [Survey Submitted](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact-actions/survey-submitted)
  * [Task Added](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/task-added)
  * [Task Reminder](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact/task-reminder)
  * [Twilio Validation Error](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/contact-actions/twilio-validation-error)

- **Membership Triggers**
  * [Category Completed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/category-completed)
  * [Membership New Signup](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/membership-new-signup)
  * [Offer Access Granted](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/offer-access-granted)
  * [Offer Access Removed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/offer-access-removed)
  * [Product Access Granted](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/product-access-granted)
  * [Product Access Removed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/product-access-removed)
  * [Product Completed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/product-completed)
  * [User Login](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/membership/user-login)

* **Facebook Triggers**
  * [Facebook Lead Form Submitted](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/facebook/facebook-lead-form-submitted)

- **Payment Triggers**
  * [Invoice](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/payment-triggers/invoice)

* **Shopify Triggers**
  * [Abandoned Checkout](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/shopify-triggers/abandoned-checkout)
  * [Order Fulfilled](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/shopify-triggers/order-fulfilled)
  * [Order Placed](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-triggers/shopify-triggers/order-placed)

**Workflow Actions**

* [Workflow Actions Overview](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview)
  * [Manual SMS](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/external-communication-actions/manual-sms)
  * [Manual Call](https://asads-organization-2.gitbook.io/knowledge-base-main/workflow-actions-overview/external-communication-actions/manual-call)

</details>

<details>

<summary>Sites</summary>

**Funnels**

* [Funnels](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/funnels)
* [Steps Tab](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/funnels/steps-tab)
* [Stats Tab](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/funnels/stats-tab)
* [Sales Tab](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/funnels/sales-tab)
* [Settings Tab](https://asads-organization-2.gitbook.io/knowledge-base-main/create-new-workflow/settings-tab)
* [Adding Products To Funnels](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/adding-products-to-funnels-and-websites)

**Funnel Builder**

* [2 - Step Order Form](https://asads-organization-2.gitbook.io/knowledge-base-main/funnels-and-websites/funnel-website-builder/elements/2-step-order-form)

**Memberships**

* [Memberships - Dashboard](https://asads-organization-2.gitbook.io/knowledge-base-main/memberships/memberships-dashboard)
* [Memberships - Products](https://asads-organization-2.gitbook.io/knowledge-base-main/memberships/memberships-products)
* [Memberships - Offers](https://asads-organization-2.gitbook.io/knowledge-base-main/memberships/memberships-offers)
* [Memberships - Settings](https://asads-organization-2.gitbook.io/knowledge-base-main/memberships/memberships-settings)

**Forms**

* [Create & Edit Forms](https://asads-organization-2.gitbook.io/knowledge-base-main/forms/builder/create-and-edit-forms)
* [Forms - Builder](https://asads-organization-2.gitbook.io/knowledge-base-main/forms)
* [Forms - Analyze](https://asads-organization-2.gitbook.io/knowledge-base-main/forms/analyze)
* [Forms - Submissions](https://asads-organization-2.gitbook.io/knowledge-base-main/forms/submissions)

**Chat Widget**

* [Overview/Install](https://asads-organization-2.gitbook.io/knowledge-base-main/overview)
* [Chat Bubble](https://asads-organization-2.gitbook.io/knowledge-base-main/chat-widget/chat-bubble)
* [Widget Window](https://asads-organization-2.gitbook.io/knowledge-base-main/chat-widget/widget-window)
* [Acknowledgment Settings](https://asads-organization-2.gitbook.io/knowledge-base-main/chat-widget/acknowledgment-settings)

</details>

<details>

<summary>Reputation</summary>

* [Reputation Overview](https://asads-organization-2.gitbook.io/knowledge-base-main/reputation)
* [Reputation Requests](https://asads-organization-2.gitbook.io/knowledge-base-main/requests)

#### Reputation Management

[Sending Review Requests](https://asads-organization-2.gitbook.io/knowledge-base-main/reputation-management)

</details>

<details>

<summary>Settings</summary>

* **Custom Fields**

- [Overview Video](https://asads-organization-2.gitbook.io/knowledge-base-main/overview)
- [Creating New Custom Fields](https://asads-organization-2.gitbook.io/knowledge-base-main/custom-fields/creating-new-custom-fields)

**Integrations**

* [Integrating Google My Business](https://asads-organization-2.gitbook.io/knowledge-base-main/integrations-1/google/google-my-business)

**Tags**

* [Tags Overview](https://asads-organization-2.gitbook.io/knowledge-base-main/tags)

</details>
