Course curriculum

  • 1

    Getting Started

    • Start Here

    • Welcome From Alex

  • 2

    Featured Videos (Updates)

    • New Agent CRM Side Bar

    • New Support Features in Agent CRM

  • 3

    Email Marketing

    • Introduction

    • Create Your Campaign

    • Email Builder

    • Add Contacts To Campaign

    • Campaign Stats & Tracking

    • Hot Transfer

    • Trigger Links

    • Calculate How Many Segments Your Text Message Is

  • 4

    Power Dialer

    • Set Up a Power Dialer

  • 5

    Forms & Surveys

    • Introduction

    • Building Your Own Form

    • Building Your Own Survey

  • 6

    Contacts

    • Introduction

    • Example CSV File

    • Import Contacts

    • Filter Contacts & Create Smart Lists

    • Row Of Buttons

    • Conversations

    • SMS/Email Templates

    • Split First/Last Name In Excel

  • 7

    Workflows

    • Introductions to Workflows

    • Creating a New Workflow

    • Using the Wait Condition / Time Delay + More

    • Conditions: If / Statements

  • 8

    Calendar

    • Introduction: Unassigned vs Team Calendars

    • Calendar Integrations

    • Create Unassigned Calendar

    • Create a Team Calendar

  • 9

    Pipelines

    • Create a Pipeline

    • Add Contacts To Pipeline

  • 10

    Zapier App

    • Start Here

    • Pull Lead From Agent CRM To Zapier Using Webhooks

    • Add Contacts To Agent CRM From Zapier

    • Giveaway Leads To Google Sheet

    • Connect Agent CRM With Mailbox Power

    • Facebook Lead Ad To Agent CRM (Do this if you have multiple pages)

  • 11

    Funnels

    • Overview

    • Add A Domain

    • Importing ClickFunnels Funnel Into Agent CRM

    • URL Redirect

  • 12

    Membership Area (Creating Online Courses)

    • Agent CRM Membership Area Overview

    • Create Products (Courses)

    • Create Course Offers (Pricing & Bundles)

    • How To Build A Funnel To Sell Your Course

    • New Membership Trigger

  • 13

    Settings

    • Company

    • Team Management

    • Custom Values

    • Facebook Integration/Lead Form Mapping

  • 14

    Click & Play

    • Request Using The Left-Hand Menu Button

    • Snapshots Imported: Watch This To See What You Received

    • Click & Play: Funnels - Editing Live Demo With Chris

    • Click & Play: Workflows - Personalize & Launch

    • Calendar Funnel

    • Life Insurance Quote Request

    • Chat Widget Workflow

    • Text-In Workflow

    • Linktree funnel

  • 15

    Support

    • Submit A Support Ticket