General Account Settings 🧮:
General Account Settings:
Email Integration:
Email Signature:
Security Settings:
Notifications:
Selecting a Bonzo line:
Adding Team Members and assigning permissions:
People + Quick Actions 👨🏼👩🏽:
People
Import and Formatting People 📄:
Adding a one-off person:
Filtering your Database:
Creating Lists:
Realtor Portal:
Birthday + Loan Anniversary messages:
Conversations
Quick Actions
Quick Action Overview:
Sending Broadcasts 📢:
Broadcast History:
Tagging:
How to use the Auto Dialer ☎️:
Pipelines:
Pipelines Overview:
Tasks:
General task creation:
Campaigns 📨:
Campaign Settings:
Create a Campaign:
Video Studio
Video Studio Overview:
Bonzo Presenter:
Bonzo Ads Manager and Landing Pages 📇:
Landing Pages:
Bonzo Ads Manager
Watch a conversational and slower paced Onboarding here:
Call One:
General Settings, Team Lead Settings, Integrations, Adding People, Bulk Import, Tags, Assignee, Quick Action Menu Overview, Pipelines and Campaigns
Call Two:
Advanced People Management, Filtering, Lists, Tagging in Bulk, Custom Statuses, Advanced Campaign Settings, Sending Times & Days