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What's new on Xtreme! Ă—

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 Trackingđź”—

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

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Menu

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
    • How to Upload Font Files in Media Storage
    • Supported Media Types
    • Creating AI Images
    • Backgrounds
    • Content AI
    • Unsplash
    • Pixabay
    • Managing Media Files and Folders
    • Media Storage Overview▶️
    • How to Integrate Google Drive in Media Storage
    Read More

Dashboard

29
  • Dashboard Management
    • Dashboard Opportunity Date Filter
    • Dashboard Overview
    • Dashboard Permissions
    • Managing Custom Dashboards
    • How to Create Multiple Dashboards
    • How to Set Your Default Dashboard
    • How to Add Images to Your Dashboard
    • How to Add Text Boxes to Your Dashboard
    • How to Add Titles to Your Dashboard
    • How to Add Elements to Your Dashboard
    • How to Add the Embed Element to Your Dashboard
    Read More
  • Dashboard Widgets
    • How to Use Conversation Widgets on Your Dashboard
    • Setting Up Call Widgets on the Dashboard
    • Edit Widgets on the Dashboard
    • How to Customize a Dashboard Widget
    • Custom Widgets FAQ
    • Adding a Widget to the Dashboard
    • Resize Widgets
    • Rearrange Widgets
    • Removing a Widget
    • Custom Widgets Overview
    • How to Add Appointment Widgets to the Dashboard
    • Task Widget
    • How to Duplicate a Widget
    • How to Configure Your Dashboard Theme
    • How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets
    • Filtering by Attribution in Contact Custom Widgets
    • Lost Reason Filter for Opportunity Widgets
    • Filtering Opportunity Widgets By Pipeline Stages
    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
    • Handling Duplicate Contacts
    • WhatsApp Bulk Action
    • Company: Bulk Action
    • Bulk Email Verification
    • Troubleshooting Importing Contacts
    • How to Send Bulk Emails
    • Smart List Quick Action Buttons
    • Bulk Actions Overview
    • How To Send Review Requests To Multiple Contacts
    • How To Remove Tags From Multiple Contacts
    • How To Add Multiple Contacts To an Automation
    • How To Export Multiple Contacts
    • How To Add Tags To Multiple Contacts
    • How To Import Multiple Contacts
    • How To Merge Multiple Contacts
    • How To Add/Update Opportunities For Multiple Contacts
    • How To Delete Multiple Contacts
    • How to Send Bulk SMS Messages
    Read More
  • Contact Details
    • How To Delete An Appointment
    • Contacts Restore – Overview
    • Contact Details – Messages Panel
    • Contact Details – Information Panel
    • Contact Details – Overview
    • How to Attach Files To A Contact Record
    • Understanding and Implementing Attribution
    • How To Add An Appointment
    • How to Input Multiple Phone Numbers for a Contact
    • How to Add Documents to a Contact
    • Subscriptions & Invoices in Contact Details
    • Manually Adding Tags to Contacts
    • How to Access Images and Files from Forms and Surveys
    • How to Schedule an Appointment from the Contacts Tab
    • How to Add Followers to Contacts
    • Efficiently Organizing Contacts with Tags
    • Adding Additional Email Addresses to a Contact
    • How to Apply A Manual Charge to A Contact
    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
    • How To Edit Smart Lists
    • Managing Your Smart Lists
    • Common Use Cases for Smart Lists
    • How To Create Smart Lists
    • How to View and Delete Cards on File
    Read More

Conversations

37
  • How to Create SMS & Email Templates (Snippets)
  • Conversations
    • Conversations Overview▶️
    • How to Schedule a Message in Conversations
    • Instagram Direct Messaging
    • How to CC and BBC for email composer
    • Live Chat in Conversations
    • Activity Cards in Conversations
    • Attachments Made Easy in Conversations
    • How To use Conversation Filters & Bulk Actions Overview
    • Contact Information in Conversations
    • Do Not Disturb
    • Sending Messages
    • Quick Filter
    • How to Send a Group SMS
    • Requesting Payment in Conversations
    • Internal Comments in Conversations
    • How to Send an Email
    • How to Use Snippets for WhatsApp Messaging
    • Finding Call Recordings In Conversations
    • WhatsApp Voice Notes
    • How To Send An SMS
    • Conversations & WhatsApp
    • How to Use Your Facebook Integration Within Conversations
    • Understanding Attachment Size Limits for SMS and Email Communications
    • Response Info for Conversation AI
    • How to View Call Status
    • How to Manage Bot Status for Individual Contacts
    Read More
  • Trigger links
    • Adding Custom Values & Trigger Links to Messages
    • Analyze Trigger Links
    • Trigger Links
    Read More
  • Snippets
    • Create & Use SMS Snippets
    • Add Email Snippet
    • Snippets
    • Add Text Snippet
    • Text & Email Snippets Overview
    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
    • How to Import Contacts and Opportunities at Once
    • How to Bulk Edit Opportunities
    • Bulk Actions in Opportunities Overview
    • How to Import Opportunities
    Read More

Calendars

54
  • Calendars Overview▶️
  • Appointments
    • How to Add Guests to an Appointment
    • How To Edit An Appointment
    • Viewing Appointments in Calendar
    • Find Appointments within a Contact
    • Book New Appointment
    • Appointments Section within Calendars Tab
    • How to Create and Edit a Recurring Appointment
    • How to Add Notes to Appointments
    • Smart Lists in Appointments
    • Collective Booking: Dynamic Team Assignment
    Read More
  • Calendar Settings
    • Google Organic Booking
    • How To Edit/Update The Calendar Availability & Slot Settings
    • How To Enable/Disable Calendar
    • Calendar Settings
    • How to Accept Payments in Appointments
    • Calendar Groups
    • Calendar Preferences
    • Calendar Connections
    • How to Disable Google Organic Booking
    • How to Use One-Time Booking Links
    • How to Connect a Custom Form to Your Calendar
    • How to Embed Your Calendar into a Funnel or Website
    • Tips for Keeping Your Calendars Organized
    • How to Integrate iCloud Calendar
    • How to Connect Microsoft Teams
    • Calendar Types
    • How to Update Your Personal Availability
    • How to Configure Staff Member Selection in Round Robin Calendars
    • Look Busy in Calendars
    • How to Set Up Recurring Appointments
    • How to Integrate Calendly
    • Consent Checkbox for A2P Compliance
    • Audit Logs & Calendars
    • Understanding and Preventing Double Booking in Your Calendars
    • Manual Confirmation of Appointments
    • Calendar Consent Checkbox for SMS Compliance
    • How to Disable a Service Menu
    • Understanding Unassigned vs. Assigned Calendars
    • How to Customize Calendar Notifications
    Read More
  • Calendars Overview
    • Calendars Overview▶️
    • How to Use the Troubleshooting Tool in Calendars
    • Calendar Sync Options
    • How to Navigate Your Team’s Schedule with Ease
    Read More
  • Service Calendar
    • How to Charge Client Remaining Balance
    • Service Menu
    • Rooms & Equipments
    • Service Calendar Overview V1
    Read More
  • How to Create a Calendar
    • How to Create an Event Calendar
    • How To Create A New Calendar
    • How to Create a Personal Calendar
    • How To Create A Class Calendar
    • How to use Collective Bookings in Calendars
    • How To Set Up A Round Robin 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
    • Gift Cards Overview
    • How to Send Gift Cards
    • Gift Cards Performance Dashboard
    • How to Track Gift Card Orders
    Read More
  • Invoices & Estimates
    • How to Create an Estimate▶️
    • Invoices Overview▶️
    • Recurring Invoices
    • How to Use Product Description Capability
    • Estimates Overview
    • How to Set Up Late Fees on Invoices
    • Auto-Payment for Invoices
    • How to Add Taxes to Invoices
    • Set Up Fees in Recurring Invoices
    • Payment Settings for Invoices & Estimates
    • Schedule Reminders for Invoices
    • Invoices: Payment Plans
    • Utilizing CC and BCC in Invoices
    • Automatic Invoice Creation
    • How to Use Opportunity Custom Values in Terms & Notes of Invoices & Estimates
    • ACH Debit Payment Method On Invoices
    • How to Edit Payment Schedules for Partially Paid Invoices
    • How to Create Invoice Templates and Automatically Send Them In a Workflow
    • How to Create a Recurring Invoice
    • Customize Email and SMS Notifications for Invoicing
    • How to Edit an Active Recurring Invoice
    Read More
  • Products
    • How to Create Products▶️
    • Products Overview
    • How to Create a Digital Product
    • Reviews & Ratings for Products in Stores
    • Reviews in Products Overview
    • Inventory Management
    • Product Collections
    • Utilizing the “Compared At” Feature In Products
    Read More
  • Payment Integrations
    • How to Import Products From Stripe
    • How To Integrate PayPal
    • Stripe Integration
    • How to Sync Your Invoices to Wave Accounting
    • How to Integrate Square
    • How to Integrate Razorpay
    • How to Integrate QuickBooks
    • Using Apple Pay and Google Pay in Order Forms
    • How To Integrate Network Merchants Inc. (NMI)
    • How To Integrate Authorize.net
    • Payment Integrations Overview
    Read More
  • Transactions
    • Transactions Overview
    • How To Manage Refunds
    Read More
  • Payment Settings
    • How to Send Abandoned Cart Emails Automatically
    • Payment Receipts
    • Shipping & Delivery Settings
    Read More
  • Subscriptions
    • Subscription Settings
    • Subscriptions Overview
    Read More
  • Orders
    • How to Fulfill an E-Commerce Store Order
    • How to Print Shipping Labels & Packing Slips
    • Abandoned Checkout in Orders
    • How to Sync Shopify Orders
    Read More
  • Payment Links
    • How to Create Product Payment Links
    • Payment Links Overview
    • How to Send Payment Links to Multiple Contacts
    Read More

Data Collect

73
  • Documents & Contracts
    • Settings in Documents & Contracts
    • Create Document Templates and Send Them Automatically
    • Documents & Contracts Overview
    • How to Create a Public Document
    • Collect Payment Directly After Document Signing
    • Documents & Contracts Builder
    • Documents & Contracts Templates
    • Customize Your Subject Line for Documents & Contracts
    • Recurring Products in Documents & Contracts
    • Fillable Element: Initials
    • How To Share Documents And Contracts Via Customized Links
    • Choosing The Right Currency for Documents & Contracts
    • How To Add Signatures To Documents and Contracts
    • How to Set Up Multi-Recipient Document Signing
    • Adding Custom Fields For Documents and Contracts Signing
    • How To Create an Invoice Automatically After a Document/Contract is Signed
    • How to Upload PDFs for Documents & Contracts
    • How to Set Up a Payment Plan in Documents & Contracts
    Read More
  • Forms
    • How to Implement ActiveProspect Consent Tracking on Your Form
    • How to Create an Event Registration Form
    • Analyze Forms
    • Styles Tab
    • Options Tab
    • Form Elements Overview
    • Form Submissions
    • How to Create a Simple Form
    • Form Builder Overview
    • How to Use Conditional Logic in Forms
    • Creating A Client Request Form
    • Products in Form Builder
    • How to Use URL Parameters to Pre-fill Form Fields
    Read More
  • Form / Survey Builder
    • Signature Element
    • How To Use Sticky Contact
    • How to Set Preferred Languages for Your Forms/Surveys
    • Terms and Conditions Element
    • Line and Box Style in Form and Survey Builder
    • Automatic Time Zone Capture on Forms and Surveys
    • Setting Up Auto Responders for Forms and Surveys
    • Organize Your Forms & Surveys With Folders
    • Integrating Payment Into Forms
    • Customizing Survey Footer in Survey Builder
    • How to Enable Email Notifications for Form/Survey Submissions
    • File Upload Element in Forms and Surveys
    • Image Element
    • How to Utilize Undo and Redo in Forms & Surveys
    • Manual Payments in Forms & Surveys
    • Address Element
    • Math Calculation in Forms/Surveys
    • Email Verification in Forms & Surveys
    • Date Fields in Forms/Surveys
    • Version History in Forms/Surveys
    • Opportunity Custom Fields in Forms & Surveys
    • Other Option in Forms & Surveys
    Read More
  • Surveys
    • Analyze Surveys
    • Option tab
    • Add Elements Tab
    • Styles tab
    • How To Create A Simple Survey
    • Survey Submissions
    • Survey Builder Tab Overview
    • How To Get a Survey or Form’s I-Frame Code?
    Read More
  • Quizzes
    • Quiz Submissions
    • Quizzes Overview
    • How to Embed a Quiz on Your Funnel
    • How to Customize Your Quiz Result Template
    • Quiz Builder
    Read More
  • Chat Widget
    • Creating Your Chat Widget
    • Chat Window Tab
    • Messaging Tab
    • Widget Tab
    • Chat Widget
    • How to Install Your Chat Widget
    Read More
  • QR Codes
    • How to Create and Download a QR Code
    Read More

Funnels/Sites

102
  • Client Portal
    • Client Portal vs Memberships
    • Setting up the Client Portal
    • Subscription Management in the Client Portal
    • Client Portal Dashboard
    • Setting Up The Branded Mobile App
    • Client Portal Email Settings
    Read More
  • Funnels
    • Settings Tab – Funnels
    • Common Funnel Ideas
    • How to Build an Ebook Funnel
    • Steps Tab – Funnels
    • Stats Tab – Funnels
    • Sales Tab – Funnels
    • How to Utilize Video Backgrounds in Website or Funnel
    • How to Change Fonts in Your Funnel
    • How to Track Video Engagement
    • How to Redirect Leads to a Thank You Page
    • How to Create an Email Unsubscribe Page
    • Enhancing Your Funnel Pages with Personalization
    • How to Add a Facebook Meta Tag for Domain Verification
    • How to Add A Meta Tag for Google Search Console Domain Verification
    • Implementing Privacy Policy Cookies Acceptance Pop-up
    • How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics
    • Split Testing in Funnels
    • How to Import a Funnel From ClickFunnels
    • Funnels Overview▶️
    Read More
  • 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
    Read More
  • eCommerce Funnels
    • Order Confirmation
    • 1-Step Order Form
    • 2-Step Order Form
    • Implementing Terms and Conditions in Order Forms
    • Benefits of the Buy Now Pay Later Feature
    • Troubleshooting Upsell Products in Your Funnel
    • How to Add an Order Bump to a Funnel
    • How to Create a Product and Add It to Your Funnel
    • How To Activate The One-Click Purchase In Your Funnel Step
    • How To Add A Subscription Product To Your Funnel
    • How To Set Up Payment Plans In Funnels
    • Card Authorization for Subscription and Payment Plans
    • Two Step Order Form – Submitted VS Purchased
    Read More
  • Webinar Funnels
    • How to Create a Live Webinar Funnel
    • How to Create an On-Demand Webinar Funnel
    • Webinars Overview
    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
    • User Person Verification
    • Troubleshooting A2P Registration Failures
    • How to Appeal a Phone Suspension
    • A2P Compliance Overview
    • Trust Center Overview
    • Understanding Call Marking and How to Avoid It (LC Phone)
    • A2P – Completing the Business Profile
    • A2P – Brand and Campaign Registration
    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
    • How to Duplicate a Workflow▶️
    • How to Organize Your Workflows Into Folders▶️
    • Checking the Status of Workflows▶️
    • How to Create and Use Workflows▶️
    • How to Mark Calls as Completed
    • Facebook Lead Ads Automation
    • A Simple Calendar Workflow
    • Power Dialer Workflow Setup & Tips
    • Workflows Overview
    • Create an Automation After A Purchase is Complete
    • How to Auto Mark Messages As Read in Automation
    • How to Set Up an Automation for Live Chat
    • How to Automate Community Management with Workflow Trigger and Actions
    • How To Create User Assigned Workflows
    • How to Display Form Submission Data in an Opportunity Card
    • How To Notify Users When a Lead Is Added
    • How to Use Automation for Lead Generation
    • Workflow Loop Lockouts
    • How to get a Conversion List for Google Ads in Workflows
    • Manually Importing Facebook Leads Into a Workflow
    • Settings in Workflow Builder▶️
    • Create New Workflow
    • Workflow Builder Elements
    • How to Set Up an Automated Spam Filter for Facebook Messenger
    • Implementing Double Opt-In System
    • Mastering Workflow Recipes
    • How to Utilize Positive Intent Triggers in Your Workflows
    • Automating Phone Connections Between Team Members And Leads
    • How to Create Automated Annual Messages in Workflows
    • Designing Effective Appointment Confirmation and Reminder Campaigns
    • Duplicating Conditional Branches
    • How to Create an SMS Campaign
    • How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
    • How to Automate Your Appointment Management
    • How to Integrate Your Campaigns Into Workflows
    • How to Rearrange Actions in Your Workflow Builder
    • Recovering Lost Sales with an Abandoned Cart Automation
    • Understanding and Preventing Race Conditions
    • Setting Up Automated Payments Through Stripe Integration
    • How to Effectively Test Your Workflows
    • How to Implement CRM Page View for Tracking Lead Engagement Conversion Strategies
    • How to Send WhatsApp Flows from Workflows
    • Smart Lists for Workflows
    • Workflow Notes
    • Workflow AI Assistant
    • WhatsApp Workflow Statistics
    • How to Allow Multiple Opportunities in Workflows
    • Workflow Settings
    • How to Restore Deleted Workflows
    • Automate Facebook & Instagram Comments
    • Automating WhatsApp Messaging
    Read More
  • Workflow Actions
    • Update Opportunity Action
    • Remove Follower(s) from Opportunity Action
    • Add Follower(s) to Opportunity Action
    • Remove Owner from Opportunity Action
    • Set Contact DND Action
    • Remove Assigned User Action
    • Send Review Request Action
    • Create/Update Opportunity Action
    • Edit Conversation Action
    • Add To Notes Action
    • If/Else Action
    • Math Operation Action
    • Event Start Date Action▶️
    • Goal Event Action
    • Manual Action To SMS
    • Add To Workflow Action
    • Assign To User Action
    • Manual Action To Call
    • Go To Action
    • Wait Event Action
    • Send Internal Notification Action
    • Remove Opportunity Action
    • Remove From Workflow Action
    • Workflow Actions Overview
    • Send Email Action
    • GPT Powered by OpenAI
    • Send SMS Action
    • Call Action
    • Instagram DM
    • Messenger
    • Voicemail Action
    • Add Contact Tag Action
    • Stripe One Time Charge Action
    • Remove Contact Tag Action
    • Drip Action
    • Find Contact Action
    • Update Custom Value Action
    • Add Leads Under an Affiliate Action
    • Add Task Action
    • Split Action
    • Update Appointment Status
    • Troubleshooting Webhooks in Automation
    • Webhook Action
    • Facebook – Remove From Custom Audience Action
    • Course Revoke Offer Action
    • Course Grant Offer Action
    • Eliza AI Appointment Booking Action
    • Facebook – Add To Custom Audience
    • Update Contact Field Action
    • Text Formatter Action
    • Add To Google Adwords
    • Add Manual Sales For An Affiliate Action
    • Add To Google Analytics Action
    • Grant Private Channel Access Action
    • WhatsApp Action
    • WhatsApp: Customer Service Window Check Action
    • Log External Call Action
    • Conversation AI Action
    • Smart Push Notification Action
    • WhatsApp Delivery Status in Workflows
    • Update Conversation AI Bot and Status Action
    • End IVR Call Action
    • Appointment Booking Conversation AI Bot Action
    • Issue Certificate Action
    • Create Custom Object or Associated Record Action
    • Add/Remove Contact Followers Action
    • Update Custom Object or Associated Record Action
    • Clear Fields of Custom Object or Associated Record Action
    • Grant Community Group Leaderboard Points Action
    • Facebook Interactive Messenger Action
    • Instagram Interactive Messenger Action
    • Send Estimates Action
    • Revoke Private Channel Access Action
    • Create Appointment Note Action
    • Modify Contact Engagement Score Action
    • Clear Fields of an Associated Record Action
    • Update an Associated Record Action
    • Create an Associated Record Action
    • Find Opportunity Action
    • Create Opportunity Action
    • Add Owner to Opportunity Action
    Read More
  • Workflow Triggers
    • Birthday Reminder Trigger
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    • Contact Tag Trigger
    • Contact DND Trigger
    • Contact Created Trigger
    • Contact Changed Trigger
    • Call Status Trigger
    • Appointment Status Trigger
    • Invoice (Trigger)
    • Video Tracking Trigger
    • TikTok Lead Form Submitted Trigger
    • Contact Triggers Overview
    • Product Completed Trigger
    • Products Access Removed Trigger
    • Product Started Trigger
    • Opportunity Status Changed Trigger
    • Order Submitted Trigger
    • Pipeline Stage Changed Trigger
    • Survey Submitted Trigger
    • User Login Trigger
    • Trigger Link Clicked Trigger
    • Shopify Triggers
    • Task Added Trigger
    • Email Events Trigger
    • Abandoned Checkout Trigger
    • Facebook Lead Form Submitted Trigger
    • Courses Triggers
    • Category Started Trigger
    • Category Completed
    • New Signup Trigger
    • Offer Access Removed Trigger
    • Product Access Granted Trigger
    • Offer Access Granted Trigger
    • Page View Trigger
    • Task Reminder Trigger
    • Payment Received Trigger
    • Customer Replied
    • Subscription & Return Triggers
    • Form Submitted Trigger
    • Custom Date Reminder Trigger
    • Note Added Trigger
    • Note Changed Trigger
    • Certificates Issued Trigger
    • Order Form Submission Trigger
    • Contact Engagement Score Trigger
    • Number Validation Trigger
    • Create a Workflow with the Task Completed Trigger
    • Documents and Contracts Trigger
    • Inbound IVR
    • Order Placed
    • Order Fulfilled Trigger
    • Workflow Triggers Overview
    • Estimates Trigger
    • Private Channel Access Revoked Trigger
    • Private Channel Access Granted Trigger
    • Affiliate Enrolled In Campaign Trigger
    • Prospect Generated Trigger
    • Quiz Submitted Trigger
    • Task Completed Trigger
    • Custom Objects Changed Trigger
    • Custom Object Created Trigger
    • Community Group Member Leaderboard Level Changed Trigger
    Read More
  • Premium Action
    • How to Use Oauth2 in Custom Webhooks
    • Custom Code Action
    • Google Sheets Action: Create Multiple Rows
    • How To Use The Workflow Slack Premium Action?
    • Number Formatter Action
    • How To Use The Custom Webhook LC Premium Workflow Action?
    • How To Use The Google Sheets Premium Workflow Action?
    • Array Functions Premium Action
    • How to use the Date/Time Formatter Premium Workflow Action?
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  • 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
    • Understanding SMS Activity Metrics
    • Opportunities Reporting
    • Agent Efficiency
    • Agent Call Metrics
    • Agent Leaderboard
    • Email Reporting
    • SMS Reporting
    • Agent Conversions Reporting
    • Agent Reporting – Overview
    Read More
  • Attribution Report
    • Conversion Report
    • Attribution Report – Overview
    Read More
  • Call Reporting
    • How to Access and Utilize Call Recordings
    • Advanced Call Reporting Filters
    • 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
    • How to Set Up Automated Missed Call Text Back
    • Business Profile▶️
    • Duplicate Opportunity Management
    • Email & SMS Compliance
    • Setting Up Branded Domains
    • Managing Alternate Timezone Settings
    • How to Validate SMS Phone Numbers
    • Steps to Change the Default Currency
    Read More
  • My Profile
    • How to Set Up Daily Summary Reminders
    • Gmail 2-way Sync
    • User Notifications
    • Zoom Integration
    • Integrating Google Calendar
    • Settings: My Profile▶️
    Read More
  • My Staff
    • Showing Only Assigned Data in Dashboards
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    • How to Reset Your Password Through My Profile & My Staff
    • Integrating Google Meet for Virtual Appointments
    • Settings: Team Management
    Read More
  • Billing
    • Platform Usage Fees Breakdown
    • Billing Dashboard Overview
    Read More
  • Conversation AI
    • Conversation AI
    • Stop Bot Action in Conversation AI
    • How to Trigger a Workflow within Conversation AI
    • Conversation AI Bot Overview
    • Primary vs Non-Primary Conversation AI Bots
    • How to Train Your Conversation AI Bot
    • How to Add Contact Info Using the AI Bot
    • Train Your Conversation AI Bot with Google Docs
    Read More
  • Email Setup (optional)
    • MailGun: Cloudflare Setup
    • Mailgun: Setting Up Replies
    • Connecting SendInBlue to Email Services
    • Mailgun: Unsubscribe Settings
    • Email Bounce Classification
    • SMTP Troubleshooting
    • Setting Up a Default Header
    • Connecting Mailgun to Email Services
    • Setting Up a Dedicated Domain▶️
    • Securing Email Links with SSL Certificates
    • Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
    • Risk Assessment Overview
    • Connecting SendGrid to Email Services
    • Connecting Google Email Services
    • Connecting “Other” SMTP Email Services
    • Cloudflare MX Records
    • Microsoft SNDS Tool
    • Google Postmaster Tool
    • How to Create SMTP Credentials
    • How to Add Multiple Domains in Email Services
    • How to Turn On/Off Email Tracking
    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
    • How to Redirect Domains in CloudFlare (www to non www)
    • How to Setup Domain DNS Records in CloudFlare
    • Creating a Subdomain in NameCheap
    • XML Sitemaps
    • Setting Up Sub-Domains
    • How to Add a Domain▶️
    • How to Add Mailgun Records to Namecheap
    • Set up a Customized 404 Error Page
    Read More
  • URL Redirects
    • URL Redirects Overview
    Read More
  • Integrations
    • How to Create a Private Integration
    • Google Account Integration
    • TikTok Ads Account Integration
    • Setting Up Shopify Integration
    • Connecting Facebook & Instagram
    • How to Integrate WhatsApp
    • Settings: Integrations Overview
    • How to Connect Shippo Integration
    • How to Change the Profile Picture for the Chat Widget: GMB
    • How to Integrate Zapier
    • Verifying Synchronization Between Google Calendar and CRM
    • Troubleshooting Facebook Lead Ads Integration
    • Facebook Integration and Lead Management
    • LinkedIn Integration
    • How to Integrate Facebook Pixel with Your Tools
    • Google My Business
    • Mapping Facebook Form Fields
    • Microsoft Outlook
    • Troubleshooting and Re-authenticating Across Multiple Facebook Pages
    • How to Sync Products to your Facebook Shop
    • How to Connect WooCommerce for Stores
    Read More
  • Tags
    • Tags Overview
    Read More
  • Audit Logs
    • Understanding Audit Logs
    Read More

Premium Modules

84
  • HIPAA Compliance
    • BAA Explained: What It Covers & When It’s Required
    • Secure PHI: Recommended Intake Flow
    • PHI-Free Lead Capture: Safe Form Fields to Use
    • What is Included in our HIPAA Compliance Add-On
    • The 2 Ways to Handle HIPAA Compliance
    Read More
  • Communities
    • Setting up Paid Courses in Communities
    • Navigating Hamburger Menu Sidebar In Communities
    • How to Add A Free Course in Your Community
    • How to Set Up Membership Approval Questions
    • How to Use Community Tagging Feature
    • How to Invite Members to Your Group via Email
    • Featured Posts (Pinned Posts)
    • Paid Groups
    • Content Management in Communities
    • Making Groups Private/Public in Communities
    • How to Manage Members Inside Groups
    • How to Create Community Events
    • Learning Tab (Courses)
    • How to Use the Community Chat Feature
    • How to Invite Members to Your Group via Invite Link
    • Private Channels in Communities
    • Community Badges
    • How to Rearrange Channels in Communities
    • Communities Overview
    • Customize Your Community Theme
    • How to Use the Announcement Channel in Communities
    Read More
  • Memberships
    • GoKollab Marketplace
    • How to Integrate Stripe with GoKollab
    • How to List a Course on GoKollab Marketplace?
    • Track Membership Transactions Within Payments
    • How to Send Custom Welcome Emails for Membership Login Credentials
    • How to Change Passwords for Membership Users
    • Client Portal Notifications
    • Membership Products
    • Membership Offers
    • Membership Analytics
    • Membership Settings
    • Memberships Overview
    Read More
  • Courses
    • How to Export Issued Certificate Data as a CSV
    • How to Add a Category Completion Certificate
    • Setting the Expiry Date on Certificates
    • Creating and Issuing Certificates for Course Completion
    • How Do I Add and Remove Users from Courses and Membership Products
    • Utilizing Magic Links for Courses
    • Manage Your Course Comments
    • How to Drip Content in Your Courses
    • How to Build a Course
    • How to Create Engaging Quizzes in Your Course
    • Importing Courses from Kajabi
    Read More
  • WhatsApp
    • How to Create a WhatsApp Template
    • WhatsApp Business Profile Management
    • Using WhatsApp Media Templates
    • How to Link your WhatsApp Business Account to a Facebook Page
    • Appointment Booking WhatsApp Flow
    • WhatsApp Template Analytics
    Read More
  • Custom Objects
    • Company Settings
    • How to Set Up Contact-to-Contact Association
    • Custom Objects Overview
    • How to Create an Object
    • Audit Logs for Custom Objects
    Read More
  • Affiliate Manager
    • Affiliate Payouts
    • Affiliate Campaign
    • Affiliates Overview
    • Affiliate Manager Overview
    • How to Enable Sub Affiliate Sign Ups for Affiliates
    • Affiliate Manager Dashboard
    • Lead Tracking in the Affiliate Manager
    • How to Add an Affiliate
    • How to Customize Affiliate Manager Labels
    • Manually Adding Sales to an Affiliate
    • How to Generate Affiliate Magic Links
    • How to Create Affiliate Coupon Codes
    • How to Delete Affiliates
    • How to Add a Sub-Affiliate Under an Existing Affiliate
    • How to Setup Multi-Tier Commissions for your Affiliate Campaigns
    • How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
    • Automate Affiliate Payouts with PayPal
    • Setting Up an Affiliate Campaign
    • How to Clone an Affiliate Campaign
    • Affiliate Level Commission Settings
    • How to Manage Customers under Affiliates
    • How to Use Commission Length & Variable Commissions in Affiliate Manager
    • Affiliate Manager Media
    • Affiliate Manager Settings
    Read More
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