Software Tutorials
Opportunities Overview
In this video:
- How opportunities work
- Moving contacts to the different stages of the pipeline
- How to launch the conversations window from the opportunities screen
- How to change "won / lost" status
- How to add notes to an opportunity
Conversations Overview
In this video:
- How conversations work
- How to reply to SMS and email messages
- How contacts move into the conversation phase
Templates in Email & Text Messages
In this video:
- How to find templates in your dashboard
- How to send text message or email templates
- How to edit messages templates before sending
How to Send Review Invitations
In this video:
- How to send review invites
- How to track and view sent invites
- How to view reviews and respond
- How reviews are added to contacts
Campaign Overview
In this video:
- How campaigns are structured
- How the Follow Up Messages work
- How contacts move into the conversation phase
