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Knowledge base
(Start Here) 7 Day Fast Start Series
(Start Here) 7 Day Fast Start Series
7
Day 1 - Getting Started
Day 2 - The Funnel Builder
Day 3 - Setting Up The Calendar
Day 4 - Setting Up Workflows
Day 5 - Opportunities
View all 7
Funnel Builder
Funnel Builder
13
How To Use Forms, Surveys And Calendars In Funnels
How To Set Up And Configure Domains in Funnels
Funnel and Funnel Builder Overview
How to Change a Logo in the Funnel or Website Builder
How To Upload Images and Use the Graphics Library
View all 13
Contacts
Contacts
23
How To Build, Manage and Use Manual Actions in Campaigns
How To Import Contacts
How The Sticky Contact Feature Works
How To Delete A Contact
How To Edit A Contact
View all 23
Forms
Forms
9
How To Build, Edit & Utilize Forms
How To Build, Edit And Utilize Surveys
How To Locate Survey and Form Answers
How To Use File Upload Custom Field in Forms and Surveys
How To Edit Standard Fields Within a Form Or Survey
View all 9
Campaigns
Campaigns
6
What Are Round Robin Campaigns And How To Use Them
What Is The Manual Call Event And How To Use It
How To Create An Appointment Confirmation And Appointment Reminders Campaign
How And When To Use The Event Start Date In A Campaign
How To Create A Campaign
View all 6
Workflows
Workflows
15
Checking the Status of Workflows
Customizing Your Settings in Workflows
Using the History Tab in Workflows
How to Create and Use Workflows
How to Organize Your Workflows Into Folders
View all 15
Calendar
Calendar
19
How To Set Up Calendar And Appointment Booking Triggers
How to Add Facebook Pixel to Survey, Forms & Calendars
How To Update Cancellation and Reschedule Links For Your Calendar
Calendar Sync Options
How To Block Off Time In A Calendar
View all 19
Triggers
Triggers
18
How To Set Up Triggers From Form Submissions
How To Set Up Trigger Links And Trigger Link Triggers
How To Build, Edit and Use Task Related Triggers
How To Build and Utilize Triggers
How Triggers Work
View all 18
Opportunities
Opportunities
4
Opportunities Overview
How to Create and Edit Pipelines
How To Add A Contact To Multiple Opportunities
How to End an Opportunity
Zapier
Zapier
1
How To Use Webhooks To Integrate With Other Applications
Conversations
Conversations
1
Conversations Overview
Phone
Phone
10
How Inbound Call Routing Works
How To Use The CRM Phone For One-Time Outbound Calls
How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns And How They Work
How To Get an Outbound Phone Number
How To Record Calls And Listen To Recordings
View all 10
Account Management
Account Management
5
How To Include Email Signatures On ALL Outgoing Messages
How To Update Your Company Settings
How To Manage Team Management
How to Edit User Information and Permissions
How To Reset Your Password
Reputation Management And Reviews
Reputation Management And Reviews
3
How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
How To Set Up Your System To Work With Your Review System
How to Set Up Your System to Capture Reviews
Email
Email Deliverability
1
How to set up a dedicated email sending domain
AI
AI
1
Content AI
Help Desk Software
by Freshdesk
