Lead Capture & Distribution: CRM Setup DIY E-Course: A1

About this course

Purpose: To standardize the process of capturing leads from all sources and assigning them to the correct team member automatically.

Course curriculum

1.

PART 1 – Prep: Make Sure Your Account Is Ready

12 lessons

  • 1

    Before you build the workflow, make sure:

  • 2
    My Staff-Configuring Staff in Services lesson poster

    My Staff-Configuring Staff in Services

  • 3

    My Staff-Editing a Staff Member / Advanced Settings

  • 4

    Phone System-Setup Phone Number

  • 5

    Email Services- Reply & Forward Settings

  • 6
    How to Create a Contact Form lesson poster

    How to Create a Contact Form

  • 7
    Create a Funnel Options lesson poster

    Create a Funnel Options

  • 8
    Add a Domain to a Funnel lesson poster

    Add a Domain to a Funnel

  • 9
    Form Integration lesson poster

    Form Integration

  • 10
    Form Submitted Workflow Trigger lesson poster

    Form Submitted Workflow Trigger

  • 11

    Configure SMS Web Chat Widget

  • 12

    Configure Live Web Chat Widget

2.

STEP 2 — Capture Leads From Facebook Lead Ads

4 lessons

3.

STEP 3 — Capture Leads From Calls & Texts

3 lessons

4.

STEP 4 — Build the Lead Routing Workflow

4 lessons

Lead Capture & Distribution: CRM Setup DIY E-Course: A1 logo

Lead Capture & Distribution: CRM Setup DIY E-Course: A1

Purpose: To standardize the process of capturing leads from all sources and assigning them to the correct team member automatically.

US$ 19.99

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