Basic Navigation / Overviews

This video gives a big picture overview of how your platform works – and how to use it.

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

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

This video shows you how to duplicate your email template and perform the basic setup of an email so it’s...

This video shows you how to use your opportunities pipeline. Using the Pipelines feature, you can more efficiently manage your...

This video will give you an overview of the Workflows feature.

This is the overview of setting up your calendars and making any adjustments.

This video will show you how to set up a review request and how to then send them to your...

This video shows a general introduction on using the funnel builder.

Welcome to this overview of your Membership Portal