Knowledge base

Getting Started (1)

Essentials for new clients to quickly onboard

Accessing the CRM & Training Portal (1)

• Training Portal Password Setup for First-Time Users

CRM & Lead Management (2)

Day-to-day use of the CRM

Managing & Viewing Leads (4)

• Step-by-Step Guide to Import Contacts from the CRM
• Step-by-Step Guide to Exports Contacts from the CRM
• Exporting Contacts from the CRM

View all 4

Bulk Messaging (SMS & Email) (1)

• How to Send Bulk SMS and Emails in the CRM

Integrations & Setup (1)

Connecting third-party tools & essential setup steps

Calendar Integration (Google, Outlook) (2)

• Integrating Your Calendar With The CRM
• How to Integrate Your Zoom Account with the CRM

Marketing & Automation (1)

Lead generation & nurturing

Using Templates & Snippets (1)

• How to Create (and Send) Snippets/Templates in the CRM

Account Management (1)

Billing, subscriptions, & account settings

Understanding the Monthly CRM Fee (1)

• How Can I Review My CRM Charges and Adjust My Wallet Balance Settings?