🚀 Quick CRM Walkthrough
📋 Navigation — Your main menu lives on the left side of the dashboard.
🧭 Launchpad — Shows CRM suggestions. ✅ Prioritize Google Business + Payment Processor setup.
📊 Dashboard — Track revenue, website stats, and connected ad performance (Google/Facebook).
💬 Conversations
Manage customer chats: Unread, Recent, Starred, or All.
View and edit text and email Snippets.
📅 Calendars — Switch to Month View 🗓️ → open Calendars on the right → select the trailers to display.
👥 Contacts
Center: Conversations
Left: Personal info + rental forms
Right: Notes 📝, Appointments 📆, Transactions 💳
💼 Opportunities — View income per unit and use filters for details.
💰 Payments — Handle invoices, estimates, transactions, and create coupons.
📣 Marketing — Link your social media and schedule posts ahead of time.
⚙️ Automations — Pre-set messages (like booking confirmations). 🧠 Disabled by default — ask to enable.
🌐 Sites — Access admin links, web pages, and Forms & Submissions (download check-ins, checkouts, photos).
🛠️ Settings
Business Profile 🏢
Billing 💵
My Staff 👤 (add users + logins)
Calendar & Communication Settings
Integrations 🔗 (Google, GBP, Payments, Facebook, Instagram)