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Initial Set-Up Guide (START HERE)

Start here to get up and running correctly in under an hour!

Take Onboarding Setup Course

LAUNCHPAD

Install Mobile App

Connect Your Google My Business Account

Connect Your Facebook Page

Integrate WhatsApp

Connect Stripe

Move Your WordPress Hosting

BUSINESS SETTINGS

Complete Overview of the CRM

Multiple Facebook Pages - Troubleshooting CTA and Sync Leads Feature

FB Integration: Troubleshooting and Re-auth Capability in Connected Multiple Facebook Pages

Private Integrations

How to Use Brand Boards - Add Your Colors & Font Once- Use Everywhere

DASHBOARD

Add Custom Metrics to Your Dashboards & Reports

How to Use Quick Filters

Customizing a Widget

How to Create Multiple Dashboards

How to Use Expanded Dashboard Permissions + Default Dashboard

How to Enable & Use Table Chart in Dashboard

How to Use Granular Insights in Custom Dashboards

How to Track Sales Performance of Your Team

Set up Dashboards Attribution Parameters on Opportunity Widgets

Where Do Your Leads Come From? Dashboards Attribution Parameters on Contacts Widgets

Track Your Sales Efficiency With This Dashboard Widget

Arrange Your Email Stats With The Email Widgets

Dashboards and Reporting: How To Add Multi Metrics to One Graph

Set Up Payment Widgets and Insights in Dashboards

Spot Risks And Growth Patterns Faster With Dashboard AI

Contacts

Importing Contacts and Opportunities via CSV

CRM Contacts Powerful Notes Associations - Link Notes Across Multiple Entities

Allow duplicate contact explained

How to delete a contact and associated contact data

Associating Contacts Using Custom Labels

Restoring Deleted Contacts

Add Followers to Contacts

Bulk Add Contacts to Company

View Company Notes

Sync Attachments to Document Management Tab

Contacts Configure Searchable Fields

Document Management within the Contact Detail View

Organize Better With Rich Text for Notes & Tasks

Task List Management

Contacts Daily Summary Reminders for Tasks

Set Up Recurring Tasks

Task List Management

Tasks Multi-Object Task Associations

Websites - Funnels - Webinars

How to Use the Block Editor

Prebuilt Elements

Funnels Download File action for Buttons and Images in Funnels & Websites

Add a Logo Showcase Element to Funnels & Websites

Top Browsers and Top Client IPs in Funnel Analytics

Analytics for Top Countries

Auto-save feature in Funnels & Websites & Restore Old Versions Of Your Sites

Navigation Menu Revamp with Mega Navigation Support

ClickFunnels 2.0 Importer

Photos Gallery Element

How to Use the Cookie Consent Banner in Funnels and Websites

How to use the SEO Side Bar Feature

Margins and Padding For Site Elements

Security Header

Design Funnels and Websites 10X Faster With Ai

Webinars

How to Build a Webinar Funnel

Hide and Show Elements For Call to Actions (e.g. Buttons During a Webinar)

Site Analytics For Webinars & How To Add "Video Watched" Trigger in Workflows

How To Automate Recurring Webinars For Maximum Attendance

Conversations

Conversations Overview

Conversations Folders and Search Support for Snippets

How to Use the Expandable Right Panel in Conversations

Conversations Quick Replies for Facebook and Instagram Messages

Save Draft Messages

Activity Cards In Conversations

Calendars

Coupon Codes in Calendars

View Calendar & Appointments in User Timezone

Calendars View Form Submissions in Appointment Modal

How to Integrate Calendly

Razorpay Payment Provider in Calendar Payments

Consent Checkbox for Compliance

Custom URL for Unassigned Calendars

How to Set Up Partial Payments in Calendars

How to Use Collective Bookings in Calendars

Mobile App POS Integration with Service Calendars

Restore Calendar Functionality

Rooms and Equipment

Workflows Calendar Appointment Options for If_Else Options

Opportunities

Bulk Actions in Cards View

List View Opportunities

Bulk Edit Opportunities

Customize Opportunity Cards

Bulk Import Opportunities

Custom Fields Survey and Forms Opportunity

Estimates

How to Create Estimates

Custom Values and Partial Quantity Support for Estimates

Estimates Triggers, Actions and Templates

Documents & Contracts

Sign Documents and Contracts Digitally

Custom Value Support for Links in Documents and Contracts

How to Set Signing Order for Recipients in Documents and Contracts

Direct Payment (2-in-1 Documents)

Activity Tracking

Floating Elements Contracts and Docs

How to Add Recurring Products to Your Products List in Documents and Contracts

How to Share Documents and Contracts Templates

Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts

Split Column Support in Documents & Contracts

Payments

Add Multiple Products to Payment Link

How to Set Up the Adyen Payment Integration

Payments PayPal Support for the Payment Element

Payments PayPal Support Invoices, Forms, Payment Links, Order Forms and Ecommerce

Adding Additional Charges or Additional Fees to Customer Payments

Import Transactions & Orders into the CRM using CSV files

PayPal Pay Later Integration

Bank Transfers Only Capability For Invoices

Invoicing & Payment Links - Custom Values and Partial Quantity Support For Estimates

Add Tax Manually

Use Buy Now Pay Later (bnpl) And Klarn in Stores

Turn On IDeal, Bancontact and SEPA Direct Debit Payment Methods

How to Create a Quick Payment Link

Payments Automatic Taxes for US

Payments Automatic Taxes on Payment Links

Payments Editable Quantities on Payment Links

Square Payment Support

Tax Inclusive or Exclusive Pricing Support

Upload Products in Bulk

Simplify Global Tax Compliance With Automatic Taxes

Invoices

Invoices UI Refresh

Import Old Invoices using CSV

Edit Recurring Invoices

How to Configure and Accept Tips on Invoices

How to Use Partial Payment for Invoices

Add Payment Plans in Invoices

Payments Automatic Taxes on Invoices

Payments Preview and Edit Invoicing Notification Email Templates

Bank Transfers Only Capability For Invoices

Support Setup Fee for Recurring Invoices

Attachments For Invoices, Estimates & Templates

Automatic invoice creation after Document or Contract is signed

Emails

Create New Tags in the Send or Schedule Page in the Email Builder

How To Use The Ai Email Campaign Agent

Rearrange Elements and Layouts with Arrow Controls in the Email Builder

Product Element in Email Templates in Email Builder

Email Builder All-in-One Dashboard for Email Marketing

Text Snippets in Email Builder

Build Recipient Segments in Email Campaigns - Email Builder

Add Dynamic Countdown Timers to Emails

Improved Resend Campaign Visibility & Control

Import Templates from Any Platform into Code Editor - Email Builder

Stage Email Warmup for Sending Domains

Guide to click tracking in email campaigns

File Size Limitations for Attachments on SMS and Email

Automate Tagging Based on Campaign Interactions

Resend To Unopened for RSS & Batch Schedule

Template Library: Mark and Access Favorite Templates

Conditional Elements in Email Builder

Email Campaign Flow and Campaign Summary Page

Direct Checkout for Product Elements in Emails

Pre-Built Segments for Targeted Email Campaigns

Quick Resubscribe Link in Unsubscribe Success Message

Email template Editor in Workflows

Share Email Templates

Forms and Inline Surveys in Email Campaigns

Hide Email Elements on Mobile View

How to Add Google Fonts in Email Templates and Campaigns

How to Import HTML Email Templates Campaigns

How to Reschedule an Email Campaign

How to Save Layout & Elements in Email Builder For Quick Access

How to Use the Email Campaign Statistics Dashboard

How to Use the Preview in Browser in the Email Builder

Resend Emails To Unopened

Email Builder Smart Send - Best Time Recommendation in Email Marketing Campaigns

Ai Agents

Conversation Ai:

Trigger Workflows via Conversation AI Bot

Custom Conversation and SMS Providers Support

How to Edit & Manage Prompts for Conversation AI

Conversations AI Bots Can Now Respond to Audio

Conversations AI Bots can now Respond to Images

Human Handover Action

Voice Ai:

How to Set Up Voice Ai Employee

Voice-AI Translation Service for Call Transcript & Summary

Voice AI Custom Actions

Test Your AI Agent Instantly in the Create Agent Flow

Inbound Call Flow for Voice AI Calls

Multiple Languages Support For Voice AI

Working Hours AI Agent

Boost Conversions Instantly Using Voice Al Chat Widget

How Voice AI Compliance Protects Your Brand From Call Risks

Subscriptions

Update Subscriptions With One Link

How to Modify Existing Subscriptions

Pause and Resume Subscriptions

Update Payment Methods for Subscriptions

Create or Schedule Subscriptions and Send Invoice within Contact Details Page

Subscription Settings: Failed Payment Retries

Automation

Introduction to Workflows

What is a Workflow and How Does It Work?

Building a Workflow from Scratch

Workflow Recipes

Workflow Settings, Enrollment History, and Execution Logs

Workflow AI Assistant Explained

Coupon Triggers in Workflows

Pipeline Stage Changed Trigger

AI-Powered Custom Code Generation

Order Submitted Trigger for Payment Links

Workflow Triggers and Actions for Gamification Points in Communities

Advanced Filters & Smart List in Workflows

Certificates in Workflows

Documents & Contracts Triggers

How to Make a Holiday Workflow

How to Restore Deleted Workflow

Auto-Track Affiliates via Attribution in Workflow Action

How to Use the Facebook & Instagram Comment and DM Automation Workflow Trigger_Action

How to Use the IVR End Call Action in Workflows

Multi Select for Forms, Surveys, "Contains Phrase" and "Exact Match" Action for Facebook Campaigns

Reputation Management Trigger for New Review Received

Scoring Leads: Who Engages the Most?

Text Formater Workflow Action

Workflows Calendar Appointment Options for If_Else Options

Workflows Notifications for Errors

Workflows Log External Calls to CRM Action

Sync / Import Google Contacts: Triggers & Actions Explained

Save Hours Every Week & Run Powerful Timed Automations With Workflow Scheduling

How To Set Powerful Workflow Goals That Boost Sales Without Extra Work

How to Automate Tik Tok Messages and Comments

Bulk Action - Failure Messages Fallback to SMS

WhatsApp Onboarding Flow

How to send WhatsApp Flow from Workflows

WhatsApp Coexistence Live in India

Per-message pricing model for WhatsApp starting 1 July 2025

Folders for WhatsApp Templates

WhatsApp Coexistence is now generally available for all supported countries

Voice Notes on the Mobile App For Whats App

Template Level Analytics

WhatsApp Voice Notes

WhatsApp Customer Service Window Check

WhatsApp Schedule Send and Phone Number UI enhancement

WhatsApp Snippets Support

How to Manage Your WhatsApp Business Profile

How to Set Up Interactive CTA Buttons WhatsApp

How to Set Up WhatsApp Delivery Status and Missed Call WhatsApp-Back in Workflows

How to Use the WhatsApp Bulk Action

How to Use the WhatsApp Media Templates

WhatsApp Statistics Explained

How to send Media Files Through WhatsApp automatically using Workflows (Invoices, PDFs, PNGs, JPGs, MP4s, MP3s)

Integrate WhatsApp Business: Send Bulk WhatsApp Campaigns Using Your WhatsApp Number From Your Phone!

Memberships: Courses & Communities

Increase Course Revenue Fast Using This Data Dashboard

Course Theme Neo Walkthrough

Closed Captions for Course Videos

Course Unlocking System

Courses Email Notification Preferences and Video Thumbnail Enhancements

How to Use Assignments in Courses

How to Use the New User Magic Links, Password Reset Flow, and New Email Templates

How to Use the Offer Validity Feature in Courses

Import Email Templates from Kajabi

Adding Audio To Courses Can Boost Student Engagement - Upload an MP3 to your Courses!

Create Interactive Broadcasts That Convert Members Into Clients - Go Live in Community Groups

Communities

Skool Importer for Communities

How to Manage Comments in Memberships

Unified Search for Posts and Comments

Communities Ability to Ban Members and Report Content

How to Use Push Notifications + Comment Sharing in Communities

Community Chats

Community Events

Light And Dark Mode in Themes and Customizations

Private Channels + Emoji Labels

Transfer Ownership + Log In As Functionality

@ Everyone Tag

Gamification in Communities

How to Create an Online Course (Memberships, Courses & Funnels) - COMPLETE WALK THROUGH

Mobile App

Phone System Inbound Call Transfer in Mobile App

Mobile PoS Support for BBPOS WisePOS E and Stripe S700 Internet Readers on Mobile POS

Mobile Payments Create Estimates using Templates

Mobile Payments Square as a Payment Provider for POS and Mobile Payments

Mobile Payments Tap to Pay on iPhone for Square Live on POS

Mobile App Docs & Files in Contacts

Mobile Payments NMI and AuthorizeNet as Payment Providers for POS and Mobile Payments

Contact Management Mobile App - DND Enhancement

Manage Files: Videos, PDFs & Media Library in Mobile App

Contacts Overhaul

Mobile Payments: Estimates Direct Payments

Social Planner Feature in Mobile App

How to Switch Contacts and Use Custom Values in the Mobile App Calendar

How to Use Conversation AI in the Mobile App

How to Use Documents and Contracts in the Mobile App

How to Use Invoices in the Mobile App

Membership New UI for Courses Mobile App

Mobile App POS Integration with Service Calendars

Use Taxes and Discounts on the Mobile App POS System

View Invoices and Download Receipts in the Mobile App

Reputation

First Time Setup Wizard in Reputation Management

Multi-Location Management Within a Single Sub-Account

Online Listings Profile Progress Tracker & Profile Health Score

Multiple Review Platforms

How to Use the Email Builder Integration in Reputation Management

Reputation Management Review Request Platform Distribution Control

Spam Detection of Reviews

Trigger for New Review Received

Domains

How to Connect a Domain From Outside Domain Provider

Multiple Year Domain Purchase

Set Up Your Branded ULRs

How to Configure Brand System-Generated Links API Domain

Media Storage

Google Drive Integration

Media Storage File Enhancements, Download Support, and More

Stores (E-Commerce)

How to Create an Ecommerce Store

Sell Digital Products in Ecommerce Stores

Bulk Edit Products in Spreadsheet View In Stores

Import Shopify and Sync Products and Collections

Billing Address Field for Ecommerce Store Checkout

Text Customization Across Store Components

Create Collections In E-commerce Stores

Customer Access Center

Digital Product Delivery

Inventory Management Page

Order Packing Slips

Product Weights, Dimension & SKU Fields

Reviews & Ratings for Products

Searchbar Element

Shippo Integration with Automatic Fulfillment & Live Shipping Rates

Upsell Products at Checkout

Shipping & Delivery Rates Based on States_Provinces

Shipping & Delivery Rates Based on Product Weight

How to Configure Shipping & Delivery Rates In Ecommerce Stores

How to Sell Your Subscription Based Services As Recurring Products in Your Ecom Store

How to Set Up the Buy Now Button on Product Detail Page

How to Suggest Related Product(s) in Your Product Details Page

How to Use Product Labels and Ribbons in an Ecommerce Store

How to Use the Product Collection Element

Integrate Printful into Stores

Add Manual Payments for E-commerce & Order Forms

SEO Meta Data Stores

Automatically Update Products in E-commerce Store, Emails & Workflows Based on INVENTORY

Client Portal

How to Use The Client Portal

Notifications for Invoices, Estimates, and Contracts in Client Portal

Branded Mobile App: In App Form and Customiser

Change Language For Client Portal & Child Apps

Notification Preferences for Courses in Client Portal

Client Portal Dashboard Revamp and Associated Contracts

How to Use Subscription Management in the Client Portal

WordPress

Disable Seo Indexing

PHP Version Update Feature

Automatic Updates Management for Core, Plugins, and Themes

LC Plugin 2.0

Forms & Surveys

Forms, Surveys, & Quizzes Mobile Editor

Forms and Surveys - The "Other" Option

Inline Editing in Forms, Surveys & Quizzes

Forms and Surveys Right Sidebar Refresh

History Versions Forms and Surveys

How to Use the Enhanced Form Builder Features for Greater Flexibility

Payment Element in Forms

Payments Integration in Surveys

Partial Contact Creation Feature for Surveys

Tips & Tricks for Forms, Surveys and Quizzes (Clone)

Quizzes

How to Set Up a Quiz

Quiz Template Library

Turn on Progress Bar to increase completion rate in surveys & quizzes

Build Personality Quizzes That Segment Leads Automatically

Social Planner

Social Media Planner Full Walk Through

Add Direct Instagram Integration without Facebook Page Requirement to Social Planner