Watch this first!!
Quickly, let's learn how to navigate the application and support section. We understand this application is a lot for people who aren't familiar which is why we designed this to make it easier.
If you need more in-depth education click here.
The Essentials
After learning a bit about navigation, you'll want to know what kinds of information your platform needs. This video will go over your setting tab and what you'll need to get started.
After input your business information you'd want to figure out different ways to reach out to clients. This section flexibly filters contacts with ease.
This supports you to gather information prior to appointments. It could also help you prepare for the appointment or qualify leads so you don't waste time during your appointment
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