Contacts

> How to Import Contacts

> How to Add a Tag to New Contact List Import

> How to Allow or Prevent Duplicate Contacts

> Contacts Overview

> How to Create and Edit Smartlist

> How to Navigate Contact Records

> How to Create and Use SMS templates

Conversations

> Conversations Overview

Calendars

> How to utilize calendar

> How to Create and utilize teams with your calendar

> How to block off time in a calendar

> How to Override Calendar Availability

> How to Disable and Enable Calendar Service

> How to Update Appointment Types

Opportunities

> Opportunities Overview

> How to Create and Edit Pipelines

> How to Add A Contact to multiple opportunities

> How to end an opportunity

General

> Dashboard Overview

> How to use the Universal Search Feature

>Email Builder

Social Media

> Using the Social Planner Social Media Tool

> Creating Posts in the Social Planner Social Media Tool

> How to connect to LinkedIn

> How to Post as Page on FB Groups

> How to create a Social Group

Bulk Actions

> Bulk Actions - SMS

> Bulk Actions - Email

> Bulk Actions - Deleting Contacts

> Bulk Actions - Import and Export Contacts

> Bulk Actions - Add or Remove Tag

Account Management

> How to include signatures on all outgoing messages

> How to connect Zoom

> How to connect your calendar

> How to update password

Campaigns

> GMB Review

> No Show Automation

Reporting

> Appointment Report

What's New?

Social Media Planner

As Promised! Linked In Can now be connected to your Social Media Planner! We have added additional tutorials as well! Oh and Heads up! Email Builder will be updated as well so Stay tuned!

Recently Added Tutorials

If you have any suggestions for an automation or questions you can send an email to [email protected]