Video Tutorial Library

Sometimes it's easier to watch than to read. This library collects every video tutorial in one place, organized by the same topics you'll find in the rest of this knowledge base.

Each video is short, usually three to six minutes, and shows a real account so you can see exactly where things live on screen. Click any title to open the video. Nothing here needs to be watched in order. Find the feature you're working on, watch that one, and get back to work.

Getting Started

• Navigating the System — The different ways to move around the system.
• The Mobile App — Manage your business from your phone or tablet.

Contacts

• Add a Contact — Add a single contact to your database.
• Import Your Contacts: Simple — Bring in a contact list using the simple import tool.
• Import Your Contacts: Advanced — Import from a CSV file and map your columns.
• Handle Duplicate Contact Records — Find and clear out duplicate records.
• The Contact Card — Customize the tabs on your contact records.
• Customize Your Contact List — Change which columns you see in your contact list.
• Related Contacts — Connect contacts to each other, such as family members or business partners.
• Add a Picture to a Contact Card — Put a photo on a contact record.
• Enter a Second Mailing Address — What to do when a contact has two addresses.
• File Attachments — Attach files to a contact record.
• Notes — Keep track of important details and find them again later.
• Pin Important Notes — Keep a key note at the top of the contact record.
• Import Notes — Bring existing notes in alongside your contacts.
• To-Dos — Create, assign, and manage to-dos for your contacts.
• Work Your To-Do List — Complete, delete, reassign, and prioritize tasks in bulk.
• Start a To-Do Plan on a Future Date — Schedule a to-do plan to begin later.
• Referral Trees — Identify your top referrers and spot new referral opportunities.

Tags, Categories & Custom Fields

• Tags — Organize your contacts with tags.
• Category 2 — Create custom labels that organize your contacts beyond the standard categories.
• Custom Fields — Store extra information specific to your business.
• Sources — Track where your contacts came from.
• Sort and Segment Your Contacts — Use categories and tags to filter your database.

Email

• Create and Send an Email — Start from a template or build your own with the drag and drop editor.
• Responsive Email Templates — Customize the sample templates or design your own.
• The Email and Landing Page Editor — Build emails and pages with the drag and drop editor.
• Blast an Email to Multiple Contacts — Send now, or schedule your blast to go out later.
• Email Autoresponders — Follow up with contacts automatically.
• Send Autoresponder Emails to a Fulfillment House — Route an autoresponder to someone other than the contact.
• Real-Time Email Analytics — Track how individual emails and campaigns perform.
• Set Up Your Email Sending Domain — Send from your own domain for better deliverability.
• Email Validation — Clean your list so more messages reach the inbox.
• Permission Based Email — Opt in your contacts and keep a healthy list.
• Opt In Your Contacts — Quickly opt in contacts who already gave you permission.
• Include the Secondary Contact in Your Blasts — Send to both the primary and secondary email address.
• Personalize with Mail Merge — Insert contact information automatically into emails and letters.
• Intelligent Link Tracking — Trigger a workflow based on which link a contact clicks.
• Organize Your Library with Folders — Find library items faster using folders.

Text Messaging

• Text Messaging and Text-to-Join — Let customers opt in to your text and email marketing.

Automations & Workflows

• Workflow Automation — Set up triggers that start a workflow automatically.
• Workflows in Deal Stages — Automate the work that happens as a deal moves forward.
• The Birthday Assistant — Never miss a client birthday or anniversary.
• The Agenda Assistant — Get reminders about your appointments and to-dos.

Landing Pages

• Add a Form to a Landing Page — Capture new contact information from your pages.
• Popup Forms — Gather leads from your website with a popup.

Calendar & Appointments

• Using the Calendar — Manage your schedule with the daily, weekly, and monthly views.

Boards

• Boards — Track client journeys and pipeline steps with customizable boards.
• Set Up Deals — How to configure and use deals.

Group Actions

• Work With Contact Groups — What you can do with a group of contacts at once.
• Print Mailing Labels — Align your labels correctly using page scaling.

Teams

• Teams — Start here to learn how team functionality works.
• Add a Team Member — Invite someone to your account.
• Delete a Team Member — Remove someone from your team.
• Assign To-Dos — Delegate tasks to anyone in your shared database group.
• Re-Assign Contacts — Move contacts from one team member to another.
• Database Sharing Groups — How sharing groups control who sees what.
• Share Templates — Share email and letter templates across your team.

Dashboard

• Customize the Dashboard — Build a dashboard that tracks what matters most to your business.
• Save Advanced Searches to the Dashboard — Keep your searches one click away.

Your Account

• Reset Your Password — Get back into your account.
• Refer a Friend — Tell someone about the system and earn a reward.

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Guide Type: Feature Overview
Estimated Time: 3 minutes