Getting Started - Overview

This video gives a broad overview of the capabilities of your new platform

Getting Started - Settings Overview

Account Settings

Let's get your account all set up correctly!

Conversations - Overview

This video shows you the capabilities and also how to use them within the conversations view.

Opportunities Overview

This video shows you how to use your opportunities pipeline.

Integrating Stripe

This video shows how to integrate Stripe with your account:

Managing Contacts

A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines

How To Use Tasks And Opportunities Owners

Assigning tasks to your team

Connecting your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video:

Dashboard - Overview

This is an overview of how to interpret and use your dashboard.

Live Chat Widget

How to add the Live Chat Widget to a Wordpress Website

Verify Domain In Facebook AD Account

Creating a new employee

How to Integrate Zoom

This video will show you how to integrate Zoom.

Setting Custom Values and Custom Fields

This video will show you how to set custom values and custom fields and outline the differences between the two including how and where to use them.