Start Here - General Overview
This video gives a big picture overview of how your platform works - and how to use it.
Written by Fred VinsonLast update 4 years ago
English
You have questions, we have answers.
Getting Started
Please start here to get an overview of all the core features of the Lead Automation System.Account Settings
This video will go over the accounts settings in your account.
Written by Fred VinsonLast update 4 years ago
Connecting your Facebook Page
This video will go over how to connect your Facebook business page and how to receive Facebook messages.
Written by Fred VinsonLast update 4 years ago
Dashboard - Overview
This is an overview of how to interpret and use your dashboard.
Written by Fred VinsonLast update 4 years ago
Conversations - Overview
This video shows you the capabilities and also how to use them within the conversations view.
Written by Fred VinsonLast update 4 years ago
Opportunities Overview
This video shows you how to use your opportunities pipeline.
Written by Fred VinsonLast update 4 years ago
Integrating Stripe
This video shows how to integrate Stripe with your account.
Written by Fred VinsonLast update 4 years ago
Managing Contacts
This video shows how to manage, upload, delete and tag your contacts.
Written by Fred VinsonLast update 4 years ago
How To Use Tasks And Opportunities
Assigning tasks to your team. This video covers tasks within the pipeline. It covers how to find assigned tasks, as well as tasks that may not appear on your dashboard that relate to an assigned opportunity.
Written by Fred VinsonLast update 4 years ago
Live Chat Widget
This video explains how to set up and install the Live Chat widget.
Written by Fred VinsonLast update 4 years ago
How To Add Domains & Subdomains To Your Account
This video will show you how to add your root domain and a subdomain to your account.
Written by Fred VinsonLast update 3 years ago
How to make Phone Calls - Dialling Out
This video shows the update to the ability to make phone calls directly from your web browser!
Written by Fred VinsonLast update 3 years ago
How to add the Live Chat Widget to a Wordpress Website
This video explains how to add the Live Chat Widget to a wordpress website.
Written by Fred VinsonLast update 3 years ago
Verify Domain In Facebook AD Account
This video shows how to verify your domain in your Facebook Ads Business Manager.
Written by Fred VinsonLast update 3 years ago
How To Add Users To Your Account
A video to show new account owners how to add uses to their account (employee).
Written by Fred VinsonLast update 3 years ago
How to Integrate Zoom
This video will show you how to integrate Zoom.
Written by Fred VinsonLast update 3 years ago
How To Use Tasks And Opportunities Owners
This video covers Tasks. It covers how to find assigned tasks, as well as tasks that may not appear on your dashboard that relate to an assigned opportunity.
Written by Fred VinsonLast update 3 years ago