Welcome to the "Navigation Overview." As you first log into our platform, you might wonder where to begin. This video aims to guide you through our core navigation, ensuring you find the information you need with ease.
When you first log in, you'll likely land on the Launchpad or the Dashboard. The Launchpad is designed to get you up and running swiftly. It assists with social media integration, Google My Business, and even offers a mobile app download. It's a quick-start guide to integrating your existing tools with our platform.
The Dashboard becomes more vibrant as you start getting leads, conversions, and campaigns running. It provides a comprehensive view of your opportunities and the value they bring. It also houses tasks, reminders, and notifications tailored to the logged-in user, ensuring everyone from the sales team to the business owner stays on track.
Next, we have the Conversations section, which facilitates two-way communication with prospects. As they engage with your campaigns, web forms, or chats, their interactions populate this section. It's a hub for all communication, allowing you to focus on unread messages or view all interactions.
The Calendars section is your go-to for appointments, be it Zoom calls or in-person meetings. As you integrate calendars on your websites and receive bookings, they'll appear here, offering a clear view of your schedule.
Our CRM or Contacts tab is a powerhouse. Import your databases, view prospect details, add tags, and even send quick messages. It's a dynamic tool that keeps all your contacts organized and accessible.
The Opportunities section is like a visual pipeline. Track leads, appointments, and sales, moving them through stages to visualize their journey. It's an invaluable tool for sales teams to pinpoint opportunities and follow-ups.
Our Payments section streamlines product creation and transactions. Integrate with Stripe and PayPal, and manage all your financial interactions in one place.
The Email Marketing section lets you craft beautiful emails, templates, and campaigns. Automate your outreach and stay connected with your audience. Automation is where the magic happens. Set up workflows to automate tasks, from sending emails to text messages, based on customer actions. It's like having a virtual assistant working round the clock.
The Sites section lets you build funnels, websites, and even memberships. Integrate chat widgets, ensuring you're always accessible to your audience.
Our Reputation section manages reviews, helping you maintain a stellar online presence. Monitor feedback, address concerns, and celebrate positive reviews.
The Settings section is where you customize the platform to your needs. From adding users to setting up custom fields, it's the backbone of your personalized experience.
In upcoming videos, we'll delve deeper into each section, ensuring you're well-equipped to navigate and utilize the platform's features to their fullest potential.
Need additional support? Feel free to reach out and get expert help!