Shut off follow-up and communication with clients
How to manage clients
How to find lost clients
What do colors mean for all opportunities
If you won a lead, what to do
How to delay lead follow-up
Estimate pipeline
How the lead pipeline works
how the opportunity is created in the lead pipeline
What won/lost/abandoned means in all opportunity.
What to do with a canceled appointment that you might reschedule
Delay estimate follow-up on clients
Process and why won/lost/abandoned are important for reporting
Moving client to won
Review request process
How to add clients to the system
How to start a lead campaign by creating the opportunity
Where to put extra data on clients (address, birth dates, company, etc
How to fill out an opportunity sheet
What to put in the source '
Why source is important and a look at dash board
How to reply to clients from the contact center
What's on the reputation tab
What's on the reporting tab
What connect to google with give you
Reviews data on google and how to reply and manage
How to know if someone has opened your review request
google ads account
Facebook ads account
call reporting and how to read
agent reporting and how it works for your team great grading tool
appointment reporting
How to create a tag
Grouping customers in groups based on tags
value of grouping customer in groups
Tags built into the system and what they do
How to create pipelines
searching pipelines
changing between pipelines
how a client is moved through the lead pipeline
how to use funnel pipeline
how people are put in the estimate pipeline
how to move a client to the production pipeline
how to put them in the review pipeline
how to use the review pipeline
application pipeline
how to use the application pipeline
Posting to Facebook, google my business, and Instagram
Information on your post
planning out post with calendar
email campaign
how to review the campaign results
how to create the campaign
how to create an email template, and some examples of why.
Booking appointments from the conversation section, contact center, client information center, and calendar area
Where it goes on the opportunity pipeline
Filling out the lead source and why
what happens on the estimated pipeline
how to send someone to the production pipeline
way to allow a client to book on your calendar
using the calendar for production
Navigating calendar section
how to book multiple days
how to change the schedule of a client
Where to add task
what a task does
how to find a task
how to navigate tasks and search them
where and how to add notes
what are notes
How to import clients
How to tag clients when improting
How to make a list when importing
How to map and what to map
Type of file
How to search the contact center
how to send mass text and emails
advance search using more filters
how to move multiple clients around
how to add and remove tags to multiple people
how to send out mass review request
How to create a product for billing
the difference in products to set up and why
how to add tax
cupons
look up transaction in the system
how to create an invoice
How to send an invoice
how to get people off the unread
if you use the search it will search message for the informant you are looking for.
how to add tags in the conversation and contact center
how to update opportunity from the message center and contact center
What is. a smart list
expanse of some smart list ideas
how to create a smart list
how to save a smart list
how to manage and share a smart list
What is opportunity on dash board
how to search the info on the dash board to compare year to year or month to month.
understanding pipeline value
difference between the funnel and the pie chart
The task being centrally located for your to review
how to search task
important of label client source correctly and making sure they are market correctly. To give better dash board infomatnion
What is Automation
What are automation
examples of automation
custom automation designs.
AI Content for post
how to submit a support tickec
Keep in mind these are better then text. There is a chance with text that you could get lost.
This will create a ticket just like you use for clients that allow us to track our success vs a text which you just hope someone doesn't forget about you.
How to use it
use "360work" ONE WORD!
Why you should use it
What are trigger links
how to create trigger links
why trigger links are important
What are templates
how to change templates
1-5 review Request
Payment template