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QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
Quickstart Training
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
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CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
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WEBSITE & FUNNEL BUILDER
Differences in a Funnel or Website
Website & Funnel Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
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WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
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CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
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REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
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CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
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CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
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EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
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PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
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MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
Membership Training
Social Planner
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Social Planner Training
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