Admin Setup Videos
Learn profile, staff, plans, modules and subscription setup.
- Tenant setup
- Branding upload
- Module permissions
Watch and Learn
Short video lessons for CRM setup and daily usage.
Video tutorials make it easier for teams to learn leads, tasks, payments, website builder and automation.
Lead management tutorials
Billing and payment tutorials
Website builder tutorials
Automation and reminders tutorials
Video Tutorials Details
Daily CRM Videos
Train staff to add leads, update stages, create tasks and manage clients.
- Add lead
- Move pipeline
- Assign follow-up
Website and Forms Videos
Learn website builder, public lead forms and iframe embed usage.
- Create form
- Share public link
- Embed iframe
How it works
Simple workflow from setup to growth.
Helpful Answers
Are videos available on mobile?
The page is mobile responsive and suitable for phone viewing.
Can more tutorials be added?
Yes. More videos can be added as modules expand.
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