Navigating Your CRM: A Comprehensive Overview

This guide introduces you to the essentials of your CRM dashboard, highlighting the primary features available in the left-hand sidebar. The availability of specific features may vary depending on your subscription plan.

Sidebar Menu Overview

The left sidebar serves as the main navigation tool, allowing you to access various sections of your platform effortlessly. It is designed to provide quick and easy access to different functionalities, acting as a central hub for managing your business operations.

Dashboard and Navigation

Located on the left side of your screen, the main view displays your dashboard, where you can monitor reports related to your contacts, pipelines, and other key business data. This dashboard offers a consolidated view of vital insights, making it easier to track your business performance.

If your platform supports multiple accounts, you can seamlessly switch between them using the drop-down menu located at the top. This feature simplifies the management of different accounts within the platform.

Below the drop-down menu, the search bar allows you to find specific contacts quickly by entering their names. You can also utilize this tool to add opportunities or check payment details associated with a contact.

Quick Actions

The Quick Actions section is designed for efficiency, enabling you to perform common tasks such as adding a new contact, scheduling an appointment, sending a review request, or creating an opportunity with minimal effort. This feature streamlines your workflow, allowing you to execute these tasks without navigating through multiple layers of menus.

Managing Communications: Conversations Hub

The Conversations view offers a centralized space for managing all your communications with contacts, including emails, SMS messages, and other interactions. The following tabs help you organize and streamline these communications:

• Manual Actions: Allows you to schedule and manage manual tasks, such as calls, that are queued for execution. Once one task is completed, the system automatically triggers the next.
• Templates: Provides a space to create reusable email and SMS templates for your automation campaigns, ensuring consistency and saving time.
• Trigger Links: Enables you to set up custom links that trigger specific actions when clicked, adding an extra layer of automation to your campaigns.
  
  

Calendar and Appointments

The Calendar section is where you can view all your scheduled events and manage your calendars within the platform. The Appointments tab within the Calendar section gives you an overview of all the appointments booked, ensuring you stay on top of your schedule.

Contacts Management

The Contacts section is essential for storing and managing your contacts. Whether you are importing contacts in bulk or adding them individually, this section allows for efficient organization and retrieval. Key features include:

• Contact Request: Displays a summary of all imported contacts, allowing you to review and correct any issues that may have occurred during the import process.
• Bulk Actions: Facilitates the quick application of campaigns to large groups of contacts.
• Restore: Offers the ability to recover deleted contacts.
• Manage Smart Lists: Lets you create dynamic lists based on contact data, using filters and rules to segment and organize your contacts effectively.
  
  

Tracking Opportunities

The Opportunities section, particularly the Pipelines tab, helps you track and manage contacts as they move through different stages of your sales pipelines. This feature provides an overview of your contact progress, ensuring you can monitor and update their status effectively.

Payments and Transactions

The Payments section is where you manage your financial transactions. Here, you can create and view products, while the Transactions tab lists all related transactions. You can also integrate payment processors like Stripe or PayPal through the Integrations tab.

Marketing Tools

The Marketing section is your go-to place for handling all marketing activities. It includes tools like:

• Social Planner: For planning and scheduling social media posts.
• Emails: For crafting and sending marketing emails.
• Templates: For creating and using email templates.
• Trigger Links: For setting up automated actions triggered by user interactions.
  
  

Automating Workflows

In the Automation section, you can design and implement workflows to automate tasks previously managed by campaigns and triggers. This feature simplifies the creation of complex automations, enhancing operational efficiency.

For users who prefer to stick with campaigns and triggers, an option to enable these features is available in the Settings menu. Simply locate the Enable/Disable Deprecated Features toggle and update your preferences.

Building Sites and Funnels

The Sites section provides all the tools necessary to build marketing funnels, websites, and other online assets. You can manage multiple aspects such as:

• Websites: Create and manage multi-page sites.
• Memberships: Develop membership areas with exclusive content.
• Forms and Surveys: Build forms for data collection and surveys for detailed insights.
• Chat Widget: Activate and customize the chat widget for enhanced customer engagement.
  
  

Managing Memberships

The Membership section is tailored for those who offer online courses. Here, you can create, organize, and manage your courses, offering a structured learning environment for your audience.

Monitoring Your Reputation

The Reputation section is vital for managing your online presence and customer feedback. It includes:

• Requests: Send review requests to contacts to encourage feedback.
• Reviews: View and respond to reviews on platforms like Google and Facebook.
• Listings: Manage and optimize business listings through Yext integration, ensuring consistent information across online directories.
  
  

Reporting and Analytics

The Reporting section provides detailed insights into your marketing campaigns, offering various reports such as:

• Google Ads: Track the performance of your Google Ads campaigns.
• Facebook Ads: Monitor your Facebook Ads.
• Attribution Report: Understand lead conversion metrics.
• Call Reporting: Analyze call data.
• Appointment Report: Track appointment-related metrics.
  
  

Configuring Your Platform: Settings

At the bottom of the sidebar, the Settings option takes you to a comprehensive menu where you can customize your platform’s features. This section allows you to fine-tune various settings to align with your business needs.