*YOU'LL BE PROMPTED TO COMPLETE AN ONBOARDING CALL ONCE COMPLETING ALL VIDEOS

CRM DONE BETTER

© 2025

Start Here: 06. Setup: Email

PART 1

PART 2

ABOUT THIS LESSON:

Setup: Email

This training video provides a step-by-step guide on how to set up DNS records, configure email services, and manage email analytics within CRM Done Better. We provide you a walk through process of setting up an email unsubscribe page, creating an email sending list, and configuring the email footer in a CRM system.

Email Deliverability

USER DETAILS:

Name -

Email -

Phone -

WELCOME !

Below Is Your Onboarding Progress:

Onboard Progress...

01. Welcome & Initial Steps

..... >> NOTES:

02. Quick CRM Overview

..... >> NOTES:

03. Setup: Business Profile

..... >> NOTES:

04. Setup: Personal Profile

..... >> NOTES:

05. Setup: Calendars

..... >> NOTES:

06. Setup: Email

..... >> NOTES:

07. Setup: Phones

..... >> NOTES:

08. Setup: Payment Gateway

..... >> NOTES:

09. Setup: Website Domain

..... >> NOTES:

10. Setup: Connect Social Channels

..... >> NOTES:

11. Setup: Essential Customization

..... >> NOTES:

12. Setup: Importing Contacts

..... >> NOTES:

13. Download Phone App

..... >> NOTES:

14. Quick Account Template Overview

..... >> NOTES:

15. Support Overview

..... >> NOTES:

16. Book Onboarding Call

..... >> NOTES:

17. Deep Dive: CRM Feature Overview

..... >> NOTES:

18. Deep Dive: Template Overview

..... >> NOTES:

19. Next Steps

..... >> NOTES:

20. Create Your Affiliate Link

..... >> NOTES:

WELCOME !

Below Is Your Onboarding Progress:

Onboard Progress...

01. Welcome & Initial Steps .......

>> NOTES:

02. Quick CRM Overview .......
>> NOTES:

03. Setup: Business Profile .......
>> NOTES:

04. Setup: Personal Profile .......

>> NOTES:

05. Setup: Calendars .......

>> NOTES:

06. Setup: Email .......

>> NOTES:

07. Setup: Phones .......

>> NOTES:

08. Setup: Payment Gateway .......

>> NOTES:

09. Setup: Website Domain .......

>> NOTES:

10. Setup: Connect Social Channels .......

>> NOTES:

11. Setup: Essential Customization .......

>> NOTES:

12. Setup: Importing Contacts .......

>> NOTES:

13. Download Phone App .......

>> NOTES:

14. Quick Account Template Overview .......

>> NOTES:

15. Support Overview .......

>> NOTES:

16. Book Onboarding Call .......

>> NOTES:

17. Deep Dive: CRM Feature Overview .......

>> NOTES:

18. Deep Dive: Template Overview .......

>> NOTES:

19. Next Steps .......

>> NOTES:

20. Create Your Affiliate Link .......

>> NOTES:

USER DETAILS:

Name -

Email -

Phone -

ABOUT THIS LESSON:

Item #01

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Item #02

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