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  • NAVIGATION
    • Brief Overview of Main Features
    • Integrations
    • Importing Contacts
    • Business Profile
    • Personal Profile
    • Email & Phone Compliance
    • Calendars Overview
    • BOOK ONBOARDING CALL
*YOU'LL BE PROMPTED TO COMPLETE AN ONBOARDING CALL ONCE COMPLETING ALL VIDEOS
CRM DONE BETTER
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Start Here

01. Welcome & Initial Steps

02. Quick CRM Overview

03. Setup: Business Profile

04. Setup: Personal Profile

05. Setup: Calendars

06. Setup: Email

07. Setup: Phones

08. Setup: Payment Gateway

09. Setup: Website Domain

10. Setup: Connect Social Channels

11. Setup: Essential Customization

12. Setup: Importing Contacts

13. Download Phone App

14. Quick Account Template Overview

15. Support Overview

16. Book Onboarding Call

17. Deep Dive: CRM Feature Overview

18. Deep Dive: Template Overview

19. Next Steps

20. Create Your Affiliate Link

Support

  • Support Overview

  • Email Deliverability

  • Phone Activation

  • Zoom Support (Office Hours)

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ABOUT THIS LESSON:

Admin, Websites, Graphics, etc.

Tired of doing the miscellaneous tasks yourself? Looking for help to grow your business?

Great news...

We have a team dedicated to help you NOW! 🔥

For more details, go to TeamDoneBetter.com

USER DETAILS:

Name -

Email -

Phone -

WELCOME !

Below Is Your Onboarding Progress:

...