Click the links below to learn how to use the Platform
Start Here
Dashboard Overview
Opportunities Overview
Conversation Overview
Account Setting Overview
Funnel and Funnel Builder Overview
Funnel Builder Detail Overview
Contact Overview
How To Import Your Funnels from ClickFunnels
How To Create A Campaign
How to Create, Edit and Delete Custom Fields
How To Create and Edit Smart Lists
How To Create and Use SMS And Email Templates
Bulk Actions - Add or Remove Tags
Bulk Actions - Import and Export Contacts
Bulk Actions - Pipeline Change
Bulk Actions - SMS
Bulk Actions - Email
Bulk Actions - Deleting Contacts
Bulk Actions - Merge Duplicate Contacts
How To Set Up Calendar And Appointment Booking Triggers
Calendar Sync Options
How To Create An Auto Responder Using Triggers
How To Set Up Triggers From Form Submissions
How to Create and Use Workflows
How to Add A Facebook Pixel to a Funnel
How to Set Up Your System to Capture Reviews
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