CRM Course Access
Done Better Community
Coaching Business Mastery (CBM)
Thought Leaders Mastermind (TLM)
The Coaching Games
New CRM Feature Releases
Referly
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 Overview
Email Deliverability
Phone Activation
Zoom Support (Office Hours)
Admin, Websites, Graphics, etc.
Coaching Profile
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