General CRM Overview

Navigating your platform effectively is essential to unlocking its full potential and maximizing your business productivity. This guide provides an in-depth overview of your platform’s dashboard and the various features accessible through its intuitive interface. Whether you’re managing contacts, tracking opportunities, or automating workflows, understanding the layout and functionality of each section will empower you to manage and optimize your operations efficiently. Keep in mind that the availability of certain features may vary depending on your specific plan, so this guide will help you familiarize yourself with the tools at your disposal.

Navigation Sidebar #

The left sidebar serves as a central navigation hub, offering a menu list of all available sections within your platform. This menu facilitates easy access to different features, allowing you to efficiently manage various aspects of your platform’s functionalities.

If you manage multiple accounts, you can effortlessly switch between them using the drop-down menu located in the upper section of the navigation sidebar. This functionality facilitates seamless and efficient account management across the platform.

Search Bar #

Located below the drop-down menu, the search bar allows you to quickly find and manage specific contacts by entering their names. Additionally, you can use the search bar to add opportunities or view payment information related to the selected contact.

Quick Actions #

To access Quick Actions, look for the green lightning bolt icon located on the right side of the search bar. Clicking this icon opens up a menu of shortcuts.

The Quick Actions section provides a set of tools for performing common tasks efficiently. You can quickly add a new contact, schedule an appointment, send a review request, or create an opportunity with just a few clicks. This feature streamlines the initiation of these tasks, reducing the need for extensive navigation.

Dashboard View #

Clicking on the “Dashboard” option from the left sidebar displays your Dashboard, which provides general reports on your contacts, pipelines, and other key business metrics. This centralized hub offers valuable insights into your business activities and is the default page you will see after logging into your account.

Contacts #

The Contacts section allows you to store and manage all contacts within your platform. You can add contacts individually, import them in bulk, or use marketing forms to collect contact information. This section is essential for maintaining an organized contact database.

The Contacts tabs include:

• Bulk Actions: Quickly apply campaigns to large groups of contacts, streamlining your marketing efforts.
• Restore: Recover deleted contacts.
• Tasks: Create, assign, and monitor tasks within this section to ensure that important assignments are not overlooked.
• Companies: Manage and store information related to companies or organizations associated with your contacts.
• Manage Smart Lists: Create dynamic contact lists using filters and save rules for future use, simplifying contact segmentation.

Access these tabs by selecting “Contacts” from the sidebar menu.

Conversations #

The Conversations section serves as a unified communications center, consolidating all interactions with your contacts, including emails, SMS, and other communication channels. This centralized view helps you manage and track all contact communications.

Within Conversations, there are several tabs:

• Manual Actions: Set up and manage manual tasks such as calls, which are listed as pending, and automatically trigger the next task upon completion.
• Templates: Create reusable email and SMS templates for your automation campaigns, ensuring consistent messaging and saving time.
• Trigger Links: Use custom links that trigger specific actions when clicked, automating tasks based on user interactions.

Opportunities #

The Opportunities section, particularly the Pipelines tab, allows you to track and manage the progress of contacts through various stages. This feature provides an overview of your pipelines, enabling effective contact management.

Navigate to “Opportunities” from the sidebar to find the Opportunities, Pipelines, and Bulk Actions tabs.

Calendars #

The Calendar section provides an overview of all the calendars and upcoming events within your platform. The Appointments tab, found within the Calendar section, displays all booked appointments, offering a centralized view of your schedule.

Navigate to “Calendars” from the sidebar menu to access the Appointments tab in the main view.

Payments #

In the Payments section, you can manage products, transactions, and integrations with payment processors like Stripe or PayPal. The Transactions tab lists all product-related transactions, while the Integrations tab allows you to connect payment gateways.

To explore these options, go to “Payments” from the sidebar menu, where you’ll find the Estimates, Invoices, Orders, Subscriptions, Payment Links, Transactions, Products, Coupons, Settings, and Integrations tabs.

Data Intake #

Under “Data Intake” you will find many different tools to help you collect information and authorizations from your leads and clients.

Here you will find:

• Proposals & Docs: Create documents and proposals and request secure online signatures
• Form Builder: Create simple or advanced forms, embed it on your website, and collect any info you need
• Survey Builder: Create simple or advanced surveys, embed it on your website or funnel, and learn from your audience.
• Quiz Builder: Create dynamic quizzes as a lead generation tool to engage with your audience.
• Chat Widget: Create dynamic and intelligent chat widgets for your website and automate your support.
• QR Codes: Create dynamic QR codes for any occasion and insert it anywhere you need.

Marketing #

The Marketing section offers a wide array of Marketing tools for managing your marketing efforts:

• Marketing Automation: Create documents and proposals and request secure online signatures
• Local Search Boosters™: Local SEO: Dominate your Local Presence
• Reputation Boosters™: Reputation Management: Increase Trust & Reputation
• Email Rocket Boosters™: Email Marketing: Support & Engage your Audience
• Social Media Boosters™: Social Media Management: Expand your Social Reach
• Ranking Boosters™: SEO Optimization: Increase your Search Rankings
• Traffic Boosters™: PPC Management: Summon Targeted Traffic Immediately
• Media Blast Boosters™: Press Release Marketing: Boost Credibility Overnight

Funnels/Sites #

Here you will find the websites or sales marketing funnels our team has built for you. Here you will be able to view all funnel pages and important analytics to track performance.

In addition to this, you also have access to the “Client Portal”, which you can customize with your branding and allow your clients a central hub to manage all activities under one roof.

Media Storage #

The Media Storage tab allows you to organize and access your digital assets, such as images and videos. It provides a centralized location for storing media files, making it easy to retrieve and utilize them across various sections of your platform.

Click the Media Storage option from the sidebar to access it.

Reporting #

The Reporting section offers detailed insights and analytics on your marketing campaigns and business activities. The tabs within this section include:

• Custom Report: Create tailored reports to analyze specific metrics and KPIs that matter most to your business.
• Google Ads & Facebook Ads: Monitor and analyze the performance of your advertising campaigns.
• Attribution Report: Track lead conversion rates.
• Call & Appointment Reports: Review call and appointment metrics.
• Agent Report: Gain insights into the performance of your users.

Settings #

The Settings section, located at the bottom of the left menu, provides options for configuring and customizing your platform. It serves as a central hub for managing settings, enabling features, and aligning the platform with your business needs.

Mastering platform navigation is key to optimizing your workflow and leveraging the full potential of its features. By familiarizing yourself with the dashboard, sidebar, and various sections, you can efficiently manage your business operations and enhance productivity.

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