Funnel/Site Builder – Xtreme Client Area

Skip to navigation Skip to main content

Menu

Dashboard
My Account
Projects
- My Projects
- Conversations
Websites
Branding
Marketing
Automator®
Support
Tools & Resources

Generic filters

Exact matches only

Search in title

Search in content

Filter by Custom Post Type

Select all

News

Posts

Pages

Products

Subscriptions

KB Articles

Documentations

What's new on Xtreme! ×

03 Jun

Social Media Boosters™

Instagram Post Sync Goes Live 📸🔄

Automatically sync your last 30 days of Instagram posts into Social Planner. View past and future content in one place, track engagement metrics, and streamline your reporting — no manual work needed.

June 3, 2026 New Release

26 May

Turnkey eCommerce™

Turnkey eCommerce™ Updates Boost Store Growth 🛒🚀

A powerful batch of Turnkey eCommerce™ updates is here — from built-in store stats and free shipping progress bars to smarter shipping rules, email controls, and checkout enhancements. Sell more and manage easier.

May 26, 2026 Improvement

20 May

Social Media Boosters™

Social Planner Gets URL Tracking🔗

Every link you share through Social Planner is now trackable. See total clicks, platform-wise breakdowns, and trend data — all in one place. No more spreadsheets or third-party link trackers.

May 20, 2026 New Release

13 May

Xtreme Automator®

New Desktop App Goes Live 🖥️🚀

Our brand-new desktop app is here for macOS, Windows, and Linux. Log in once, stay logged in, skip the browser entirely, and enjoy a faster, smoother way to run your business.

May 13, 2026 New Release

06 May

Xtreme Automator®

Submit Message Editor Gets Smarter ✨

The "On Submit" message for Forms, Surveys, and Quizzes just got a major upgrade. Rich text formatting, device-specific styling, background blur, and a live preview — all built right in.

May 6, 2026 data collect, Improvement

Login / Register

My Profile
Subscriptions
Orders
Wishlist
Payment Methods
Billing Address
Password & Security
Logout

Login / Register

My Profile
Subscriptions
Orders
Wishlist
Payment Methods
Billing Address
Password & Security
Logout

General Overview

21

Tags Overview
Settings: Team Management
What To Do If A Page Won’t Load
How To Reset Your Password
2 Factor Authentication
How to use Custom Values
The Dialer Overview
General CRM Overview
Time Zones Reference
Time Zones Overview
Account Settings Overview
Media Storage
Read More

Dashboard

29

Dashboard Management
Read More
Dashboard Widgets
Read More

Contacts

50

Tags Overview
How To Merge Multiple Contacts
Smart List Quick Action Buttons
How to Add a Contact Manually
Contacts Overview
Bulk Actions
Read More
Contact Details
Read More
Tasks
- How to Create a Task
- Tasks Overview
Read More
Company
- How to Add Contacts to a Company
- Company Overview
Read More
Smart Lists
Read More

Conversations

37

How to Create SMS & Email Templates (Snippets)
Conversations
Read More
Trigger links
Read More
Snippets
Read More
Manual Actions
- Manual Actions
- Manual Calls
Read More

Opportunities

18

List View in Opportunities
Opportunity Settings
How To Automate Lead Value Using Survey Submissions
Maximizing Your Sales Pipeline
How to use Custom Fields for Opportunities
Lost Reason for Opportunities
Managing your Pipelines
How To Sort/Filter Opportunities
How To See Additional Information On An Opportunity Card
Opportunities Overview▶️
How to Create an Opportunity
How to Send an Invoice or Estimate from an Opportunity
How to Customize Your Opportunity Cards
Opportunity Management
Bulk Actions
Read More

Calendars

54

Calendars Overview▶️
Appointments
Read More
Calendar Settings
Read More
Calendars Overview
Read More
Service Calendar
Read More
How to Create a Calendar
Read More

Payments

63

Invoices Overview▶️
Payments – Overview▶️
How to Create Products▶️
How to Create an Estimate▶️
How to Create Estimate & Invoice Templates▶️
Gift Cards
Read More
Invoices & Estimates
Read More
Products
Read More
Payment Integrations
Read More
Transactions
- Transactions Overview
- How To Manage Refunds
Read More
Payment Settings
Read More
Subscriptions
- Subscription Settings
- Subscriptions Overview
Read More
Orders
Read More
Payment Links
Read More

Data Collect

73

Documents & Contracts
Read More
Forms
Read More
Form / Survey Builder
Read More
Surveys
Read More
Quizzes
Read More
Chat Widget
Read More
QR Codes
- How to Create and Download a QR Code
Read More

Funnels/Sites

102

Client Portal
Read More
Funnels
Read More
Funnel/Site Builder
Read More
eCommerce Funnels
Read More
Webinar Funnels
Read More

Phone/SMS

30

The Dialer Overview
Dialer Options During a Call▶️
How to Configure Your Phone Number
How To Enable & Listen to Call Recordings
Restriction History
Settings: Phone Numbers Overview
How to Enable Call Transcriptions
SMS Messaging Analytics
How to Update Your Outbound Number
Managing and Deleting Twilio Numbers
Toll Free Numbers
Understanding and Configuring Call Routing
How to Purchase a Phone Number with Required Address and Bundles Verification
How to Set Up and Use Verified Caller ID
How to Perform a Warm Call Transfer
How to Enable Multiple Users to Receive Inbound Calls
Call Tracking Setup
Business Insights Through Call Recording and Tracking Setup
How to Set Up Auto Delete for Call Recordings
How to Transfer an Incoming Call
Messaging Ramp Progress Card
How to Block Spam Calls & Identify Unknown Callers
A2P Compliance
Read More

Automation

210

How to Create and Use Workflows▶️
How to Use Opportunity Custom Fields in the Event Start Date Action
Understanding Automation
Workflows
Read More
Workflow Actions
Read More
Workflow Triggers
Read More
Premium Action
Read More
Premium Trigger
- How to use the Inbound Webhook Workflow Premium Trigger?
Read More
Workflow Settings
- Execution Logs Tab
- Enrollment History Tab▶️
Read More
Workflow Troubleshooting
- Facebook Conversion API Workflow Trigger Not Working?
Read More

Reporting

17

Appointment Report – Overview
Reporting Overview▶️
Agent Reporting
Read More
Attribution Report
- Conversion Report
- Attribution Report – Overview
Read More
Call Reporting
Read More
Custom Reports
- How to Create a Custom Report
Read More

Mobile App

22

WhatsApp Voice Notes on the Mobile App
Accepting Payments for Service Appointments in the Mobile App
Record Payments for Invoices on the Mobile App
View Invoices & Receipts on the Mobile App
Taxes & Discounts for Sales on the Mobile App
Create Products on the Mobile App
Conversations in the Mobile App
Edit Email Snippets in the Mobile App
Service Calendars in the Mobile App
How to Use Business Card Scanner in the Mobile App
How to Download Estimates on the Mobile App
Estimate Direct Payments on the Mobile App
How to Change Your Password and Enable 2FA on the Mobile App
Social Planner on the Mobile App
Documents & Contracts on the Mobile App
Estimates on the Mobile App
Media Library in the Mobile App
How to Receive In-Person Signatures on the Mobile App
Contacts on the Mobile App
Automator App – Managing Service Calendars
Automator App – Secondary Menu Overview
Automator App – Primary Menu Overview

Settings

87

Business Profile
Read More
My Profile
Read More
My Staff
Read More
Billing
- Platform Usage Fees Breakdown
- Billing Dashboard Overview
Read More
Conversation AI
Read More
Email Setup (optional)
Read More
Custom Fields
- Custom Fields Overview▶️
- How to Configure Searchable Fields for Objects
Read More
Custom Values
- How To Use Custom Values
- Custom Values Overview
Read More
Manage Scoring
- Contact Engagement Score
Read More
Domains
Read More
URL Redirects
- URL Redirects Overview
Read More
Integrations
Read More
Tags
- Tags Overview
Read More
Audit Logs
- Understanding Audit Logs
Read More

Premium Modules

84

HIPAA Compliance
Read More
Communities
Read More
Memberships
Read More
Courses
Read More
WhatsApp
Read More
Custom Objects
Read More
Affiliate Manager
Read More

Home
Knowledgebases
Automator®
Funnels/Sites
Funnel/Site Builder

Funnel/Site Builder

Bullet List
Sub-Headline
Paragraph
Headline
Elements
Cookie Consent in Funnel/Website Builder
How to Implement Picture-in-Picture Mode in Funnels
Advanced Site Safety: Security Headers
How to Add Items To A Dropdown Within The Navigation Menu
Automating Copyright Year Update Using Custom Values
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Image Feature
Progress Bar
Navigation Menu
Day Timer
Minute Timer
How to Add the Review Widget on Your Website or Funnel
How To Set Canonical Links for Your Website or Funnel
Survey
Implementing Custom Color Values In Websites/Funnels
How to Prevent Search Engines from Indexing Your Website or Funnel Pages
How to Create Engaging Pricing Columns in Your Funnel
How to Embed a Form into Your Website
How to Embed a Google Calendar on Your Website
How to Edit an Image for Mobile View
How to Use Brand Boards in Funnels & Websites
Prebuilt Section Templates in Funnels & Websites
Prebuilt Elements in Funnels/Websites
Text Element
Block Editor in Funnels & Sites
Utilizing Box & Text Shadows in Sites
How to Create a Footer on a Landing Page
How to Add a Popup on Your Funnel/Website
Image Slider
Social Share Element
Photo Gallery
Columns
Content AI
Countdown
Funnel Builder Overview & Settings
SVG
Manage Settings
Map
Sections
Calendar
Rows
Code
FAQ
Image
Video
Button
Form
How to Configure the Buttons on your Website
Understanding URL Paths
How To Upload and Utilize A Favicon
How to Connect Your Domain to a Funnel or Website
Global Sections in Funnels/Websites
How To Customize Your Funnel and Website for Mobile
How to Add Hyperlinks to Your Funnels & Websites
How To Use Time Delay In The Funnel and Website Builder
How to Create a Page for Your Lead Magnet

© 2010-2026 Extreme Websites, LLC |Legal.

Dashboard
My Account
Projects
Websites
Branding
Marketing
Automator®
Support
Tools & Resources

Shopping cart