Navigating your platform effectively is essential to unlocking its full potential and maximizing your business productivity. This guide provides an in-depth overview of your platform's dashboard and the various features accessible through its intuitive interface. Whether you're managing contacts, tracking opportunities, or automating workflows, understanding the layout and functionality of each section will empower you to efficiently manage and optimize your operations. Keep in mind that the availability of certain features may vary depending on your specific plan, so this guide will help you familiarize yourself with the tools at your disposal.
The left sidebar serves as a central navigation hub, offering a menu list of all available sections within your platform. This menu facilitates easy access to different features, allowing you to efficiently manage various aspects of your platform's functionalities.
If you manage multiple accounts, you can effortlessly switch between them using the drop-down menu located in the upper section of the navigation sidebar. This functionality facilitates seamless and efficient account management across the platform.
Located below the drop-down menu, the search bar allows you to quickly find and manage specific contacts by entering their names. Additionally, you can use the search bar to add opportunities or view payment information related to the selected contact.
The Quick Actions section provides a set of tools for performing common tasks efficiently. You can quickly add a new contact, schedule an appointment, send a review request, or create an opportunity with just a few clicks. This feature streamlines the initiation of these tasks, reducing the need for extensive navigation.
Clicking on the “Dashboard” option from the left sidebar displays your Dashboard, which provides general reports on your contacts, pipelines, and other key business metrics. This centralised hub offers valuable insights into your business activities and is the default page you will see after logging into your account.
The Conversations section serves as a unified communications center, consolidating all interactions with your contacts, including emails, SMS, and other communication channels. This centralised view helps you manage and track all contact communications.
Within Conversations, there are several tabs:
Manual Actions: Set up and manage manual tasks such as calls, which are listed as pending, and automatically trigger the next task upon completion.
Templates: Create reusable email and SMS templates for your automation campaigns, ensuring consistent messaging and saving time.
Trigger Links: Use custom links that trigger specific actions when clicked, automating tasks based on user interactions.
The Calendar section provides an overview of all the calendars and upcoming events within your platform. The Appointments tab, found within the Calendar section, displays all booked appointments, offering a centralised view of your schedule.
Navigate to "Calendars" from the sidebar menu to access the Appointments tab in the main view.
The Contacts section allows you to store and manage all contacts within your platform. You can add contacts individually, import them in bulk, or use marketing forms to collect contact information. This section is essential for maintaining an organized contact database.
The Contacts tabs include:
Bulk Actions: Quickly apply campaigns to large groups of contacts, streamlining your marketing efforts.
Restore: Recover deleted contacts.
Tasks: Create, assign, and monitor tasks within this section to ensure that important assignments are not overlooked.
Company: Manage and store information related to companies or organizations associated with your contacts.
Manage Smart Lists: Create dynamic contact lists using filters and save rules for future use, simplifying contact segmentation.
Access these tabs by selecting "Contacts" from the sidebar menu.
The Opportunities section, particularly the Pipelines tab, allows you to track and manage the progress of contacts through various stages. This feature provides an overview of your pipelines, enabling effective contact management.
Navigate to "Opportunities" from the sidebar to find the Opportunities, Pipelines, and Bulk Actions tabs.
In the Payments section, you can manage products, transactions, and integrations with payment processors like Stripe or PayPal. The Transactions tab lists all product-related transactions, while the Integrations tab allows you to connect payment gateways.
To explore these options, go to "Payments" from the sidebar menu, where you’ll find the Invoices, Documents & Contracts, Orders, Subscriptions, Payment Links, Transactions, Products, Coupons, Settings, and Integrations tabs.
The Marketing section offers tools for managing your marketing activities:
Social Planner: Schedule and create social media posts.
Emails: Design and send email campaigns.
Snippets: Build emails and sms using pre-designed templates.
Countdown Timers: Create interactive countdown elements for your funnels, sites, and campaigns.
Trigger Links: Use custom links in campaigns to automate specific actions.
Affiliate Manager: Automate the tracking of referrals, commissions, and payouts.
Ad Manager: Launch & manage ad campaigns.
Brand Boards: Create preset templates for texts, colors and other brand essentials.
Access these tools by selecting "Marketing" from the sidebar menu.
The Automation section enables you to design and implement automated workflows, replacing manual campaigns and triggers. This feature enhances efficiency by streamlining tasks that previously required manual intervention.
Navigate to "Automation" from the sidebar to access the Workflows and Content AI tabs.
Note: If you prefer to use traditional campaigns and triggers instead of automation, this option can be enabled in Settings under the "Enable/Disable Deprecated Features" toggle.
The Sites section provides tools for creating and managing marketing funnels, websites, and other digital assets:
Funnels & Websites: Build multi-page funnels and websites with ease.
Stores: Create and manage online stores.
Analytics: Track and analyze the performance of your sites.
Blogs: Publish and organize blog content.
WordPress: Integrate and manage your WordPress sites.
Client Portal: Set up and customize client-facing portals.
Forms & Surveys: Collect visitor information and feedback.
Chat Widget: Enable and customize a chat widget for enhanced customer interaction.
URL Redirects: Set up automatic redirects for URLs.
Access these tools by selecting "Sites" from the sidebar menu, where you’ll find the Funnels, Websites, Stores, Analytics, Blogs, WordPress, Client Portal, Forms, Surveys, Chat Widget, and URL Redirects tabs.
The Membership section allows you to create and manage online courses, offering a structured learning experience for your audience. It includes tools for building courses, organizing content, tracking performance, and issuing certificates.
Access the Membership section from the sidebar menu.
The Media Storage tab allows you to organize and access your digital assets, such as images and videos. It provides a centralised location for storing media files, making it easy to retrieve and utilise them across various sections of your platform.
Click the Media Storage option from the sidebar to access it.
The Reputation section helps you manage your online reputation by providing an overview of reviews and review requests. It includes tabs for sending review requests, responding to reviews, and managing business widgets and listings.
Access the Reputation section from the sidebar.
The Reporting section offers detailed insights and analytics on your marketing campaigns and business activities. Tabs within this section include:
Google Ads & Facebook Ads: Monitor and analyze the performance of your advertising campaigns.
Attribution Report: Track lead conversion rates.
Call & Appointment Reports: Review call and appointment metrics.
Agent Report: Gain insights into the performance of your users.
The Settings section, located at the bottom of the left menu, provides options for configuring and customizing your platform. It serves as a central hub for managing settings, enabling features, and aligning the platform with your business needs.
