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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
© 2025

New & Coming!: New CRM Feature Releases

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  • CRM Course Access

  • Done Better Community

  • Coaching Business Mastery (CBM)

  • Thought Leaders Mastermind (TLM)

  • The Coaching Games

  • New CRM Feature Releases

  • Referly

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)

More Services

  • Admin, Websites, Graphics, etc.

  • Coaching Profile

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ABOUT THIS LESSON:

New CRM Feature Releases

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USER DETAILS:

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WELCOME !

Below Is Your Onboarding Progress:

Onboard Progress...

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