EXPERT PLAN


Simple Introduction of the Plan and Features

HOME

AUTOMATION FEATURES

Automation Workflows Overview

Workflows Triggers Overview

Workflows Actions Overview

Add or Remove Contacts from Workflows

Common Workflows

OPPORTUNITIES FEATURES

Opportunities & Pipeline Intro

Create A Pipeline

How to Add Opportunities

Manage Opportunities Cards

Manage Stages & Status

Multiple Opportunities in Same Person

Export or Delete Pipeline

Where to Add & Remove Opportunities

Automation & Workflows

REPORTING FEATURES


Reporting Overview

Google Ads Reporting

Facebook Ads Reporting

Attribution Reporting

Call Reporting

Agent Reporting

Appointment Reporting

Reporting Wrap Up