How to sort contacts
How to change column views
How to see survey submissions
Sort by Email, Text, Facebook, Instagram etc.
How to respond
Using Snippets to save time
Understanding Opportunities & Pipelines
Leads Pipeline
Client Pipeline
How to Customize Pipeline steps
Click each card to add tasks, notes, book appointments, etc
Understand how to change stages
See at a glance where all your leads are in your Pipelines!
First, download Dina's Products and Pricing List and make a copy
(You can make any edits right inside the Google sheet before uploading
Upload and add pictures
Set up your Products, Collections, Session Fees, etc
How to create an invoice
How to send an invoice
How to collect a credit card over the phone and input to pay invoice
Create your product to sell with a price
Add a button to page
Configure the pop up