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82 articles
How To Access Training
PROFITCOACH Main Dashboard Overview and Functionality
How To Add or Import Leads
How To Use The Inbox To Work A Lead
How To Dial A Lead
How To Use The Notes and Action List
Basic CRM Functionality - How To Work A Client Overview
How To Generate Client Account and Send Login Credentials
How To Create A Pathway To Profit Assessment
How To Assign Training To Clients
How To Work Leads Using The Main Lead List- Overview
How To Manage A Lead Status Using The Pipeline
How To Send Documents Using Attachments
How to Create, Edit and Delete Custom Fields For A Lead Or A Client
How To Segment Leads Using Groups and Tags
Step-by-Step Guide: Creating or Updating Domain - A Records in GoDaddy
How to Access Training Part 2
How to Convert a Lead to A Client Without Collecting Payment
How to Access The Impact Strategies
How to Use ProfitCenter to Coach a Client
How To Setup Your Website And Book
How To Send A Roadmap Or Proposal Directly From An Assessment
How To Create An Assessment From The Lead Screen
How To View Client Invoices
How To View An Individual Client's Invoice
How To Use The Margin Breakdown Tool
How To Use The Customer Conversion Calculator
How To Use The ROI Calculator
How To Create And Send A Roadmap Proposal
How To Use The Total Impact Calculator
How To Give A Client Access To Profit University And Assign Training
How To Use The Chat Support And Help Center
Accessing And Editing Your Implementation Schedule
Accessing Individual Lead View And Activities
How To Determine The Status Of Scheduled Book Interview
Updating Account Notification Settings
ProGlobal Business Plan
Individual Constraint Settings
How To Integrate Stripe. Mark as Paid
How To Create Blogs
Where Are My Scripts In The Training Area?
How To Add My Own Scripts
How To Use Scripts While Making An Outbound Call
How To Print My Book
How To Create and Send an Invoice
How To Send An Email Using an Email Signature
I Want To Create A Form
How Do I Review My Outbound and Inbound Activity?
Why are my emails or book download emails not sending?
How Do I Use RVM, SMS and Email Templates?
Generating reports and viewing Activity Logs
How To Use Quick Dialer
How Do I Get Back To The Onboarding Form If I Am Not Finished?
Create A Custom Invoice
How to Assign Tags to Leads in CRM
How To Create A Pipeline
How to Create Tags Within Quick Dialer for Coaching Clients
Cancellation Policy
How To Add Revenue Share To Assessment
How To Update Your Credit Card In PROFITCOACH
How To Find Your Campaign Number Outreach Number
Why Can't I Progress To The Next Module In Training?
How To Access Call Recordings
What is A2P/ Shaken/Stir? How Do I Register?
How to Access Call Status In CRM Leads
How to set up email campaigns?
Assign and Create a Task 📕
How to Integrate the Google Calendar
How to Integrate the Outlook Calendar
How to Create a Note in the CRM
How do I see what is inside of a Campaign?
How to Create a Template
Why am I getting a 403 Error when downloading the book?
What if my lead is not ready to enroll with me right now? How do I keep in touch with them?
How is ROI Calculated?
How To Send A Roadmap After an Assessment
Why am I getting a SendGrid Error when I got to verify my email.
Convert a Client to a Lead
Delete a Lead/ Client
How to Edit a Lead?
Handling Duplicate Leads: What to Do
Help Desk 101