Tutorials for CRM tools and features
Various tutorials covering how to edit features like programs, schedules, members only and more!
- Adding PDF's
- Connect & Convert Basic
- Online Offer 3.0 Tutorial
- Landing Page Tutorials
- CRM Walkthrough
- How To See My Leads
- How To Create A User Profile
- How To Add Testimonials
- How To Add An Event On My Website
- Magic Follow Up E-mail Templates
- How to set up Lead Notifications
- Staff - How To Add Instructor/Trainer Bios to Your Site
- How To Make Online Offer Page
- How to make/edit your schedule in the CRM
- How to Post Blogs Through the CRM and Add Members Only Articles
- How to Create Magic Follow Up E-mails
- How To Login To The 97 Display CRM
- Accessing your website analytics
- How to embed videos in your blog, posts, or members only section