Support Overview
Email Deliverability
Phone Activation
Zoom Support (Office Hours)
Admin, Websites, Graphics, etc.
Coaching Profile
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
Have questions about CRM Done Better? You're in the right place!
You're invited to our weekly live support sessions! Whether you're a beginner or an experienced user, we're here to help.
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