CRM & Calendar
Stay organized and connected with your leads and clients.
Setting Up Your Calendar
Learn how to set up calendars for your business.
Created At: May 26, 2024 7:17:40 pm
Workflow Tutorials: Call Booked on Calendar
Learn how to use this workflow to organize your calendar booking and send follow up reminders before your appointments.
Created At: May 26, 2024 7:03:49 pm
Sending a Contract/Proposal To Your Client
This overview walks through how to send a contract/proposal a new or existing client, update your CRM pipelines and workflows to automate the process.
Created At: June 20, 2024 9:18:51 pm
Workflow Tutorial: All Contracts: Signed + Pipeline
Created At: June 20, 2024 9:30:28 pm
Workflow Tutorial: 1-1 Clients: Invoice Paid + Welcome
Created At: June 20, 2024 9:50:19 pm
How to Sell Packages of Calls
Learn how to sell a package of multiple calls cwith a product, calendar and automation.
Created At: August 13, 2024 7:20:44 pm
Setting Up Conditional Automations and Workflow Triggers with the CRM
Learn how to set up a combination of manual and automated actions that take place when you move leads and clients in your CRM. For example, you can send an email to client after you've reviewed their application.
Created At: September 9, 2024 5:33:24 pm
Setting Up Notifications In Your Calendar
Learn how to set up notifications and reminders in your calendar.
Created At: November 13, 2024 1:35:54 pm