Work Smarter CRM Help

Support Options

15-minute Support Session schedule here.

Post your question or go live in Work Smarter CRM Facebook Group and I will respond.

How-To Help videos below.

Getting Started

1.0 General CRM Overview
1.1 Settings: Profile
1.2 Settings: Company
1.3 Settings: Team Management
1.4 Settings: Integrations
1.5 Settings: Pipelines
1.6 Settings: Phone Numbers
1.7 Settings: Templates
1.8 Facebook Connectivity
1.9 Dashboard Overview
1.10 Conversations
1.11 Opportunities
1.12 Stripe Integration
1.13 Contacts & Smart Lists
1.14 The Dialer
1.15 Settings: Integrating Mailgun
1.16 Settings: Twilio Integration

Marketing

2.0 Campaigns
2.1 Bulk Requests
2.2 Trigger Links
2.3 Form Builder
2.4 Survey Builder

scheduling

3.0 Create and edit Calendars
3.1 Integrating Google Calendar
3.2 Add Payments to Appointments
3.3 Integrating Outlook Calendar

triggers

4.0 Triggers: Overview
4.2 Forms and Triggers
4.3 Appointments and Triggers
4.4 Triggering Actions with Trigger Links
4.5 Task Reminders with Triggers
4.6 Exporting Data With Zapier

funnel builder

5.0 Funnel Builder

memberships

6.0 Memberships: Site Setup
6.1 Membership: Product Setup
6.2 Memberships: Product Customization
6.3 Memberships: Product Content
6.4 Membership: Offers and Checkout