ASNSPARK! CRM
Getting Started with the SMART CRM
- Overview
- Dashboard Overview (Generic)
- SMART LISTS = CONTACTS- But SMARTER
- Admins vs Users in Your CRM ACCOUNT
- Setting Up Your Email Signature
- Account Settings
Marketing Opportunities within the CRM
- What is a Campaign?
- Bulk Requests - Overview
- Sending Broadcasts
- How to Manually Remove Someone from a Campaign
- How to Use Tasks and Opportunities
- Sending a single SMS or email out
Understanding TAGS
Scheduling and Calendar
Setting Up Triggers
- Triggers Overview
- Facebook Lead Ads and Triggers
- Sending Data OUT via Zapier
- Forms and Triggers
- Appointments and Triggers
- Task Reminders with Triggers
Funnel Builder
- Funnel Builder Overview
- Funnels vs Websites
- Allocating a domain to your funnel
- Create and Add a Favicon
- The Funnel Page Editor
- Funnel Builder- Saving Sections 2020
Reporting within the CRM
Employee Portals AKA "Membership" Areas
- Employee Portal (Membership) Introduction
- Employee Portal (Membership) Settings
- Employee Portal (Membership) Creating Courses and Lessons
- Adding Media to Posts
- Employee Portals (Memberships) Creating Offers
- Employee Portal (Membership) What Your Staff will See