Growth Power Suites

Training 5

• How Does Onboarding Work? What can I Expect to Happen?
• How to Train Member Management, Tag Automation & Sequences - Week 2
• How to Train Pipelines and Dashboard - Week 3
• How to Train Rules - Week 4
• How to use Contacts, Forms, Templates, & Communication Panel

Technical Support 9

• How To Clear Browser Data in Google Chrome
• How to Clear Cache and Cookies in Safari
• How to Create a Google Meet
• How to Clear Cache in Microsoft Edge
• How to Record an MP3

View all 9

Security 4

• Two Factor Authentication
• Acceptance Criteria
• Risk for Using Third Party Plugins
• Access your Logs

HIPAA Info 1

• Common HIPAA Questions

Dashboard 5

• Overview Of MAPS
• Login to GPS Platform
• How to Login to the MAPS Mobile App
• How To Understand The Difference Between Sales & Metrics Funnel Charts
• How to Use the Dial Pad

Communication Panel 7

• How To Use The Communication Panel
• Make a Call from the Communication Panel
• Send a Text or Email from the Communication Panel
• Add and Remove a Tag from the Communication Panel
• Enable DNC for a Contact from the Communication Panel

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Pipelines 11

• Create an Opportunity in Pipeline
• Export Pipeline Data as a Spreadsheet
• Export Pipeline Data as a PDF
• Change the Stage of an Opportunity in a Pipeline
• Change Opportunity Status

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Lead Qualification 1

• How to Use Lead Qualification

Proposals and Templates 2

• How To Create A Collaboration
• How To Create A Proposal Template

Contacts 8

• Overview Of The Contacts Module
• Create, Edit, and Delete a Contact
• Import Contacts
• Format Spreadsheet for Importing
• Add and Remove A Tag from Contact Details

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Automation 29

• Add To Sequence As A Condition In Rules
• Allow Multiple Toggle Setting In Sequences
• Callback Links in Rules
• Contact Responded As A Condition In Rules
• How To Add & Remove A Contact In A Sequence

View all 29

Messaging Templates 11

• Create Email HTML Builder Template
• Send Email HTML Builder Template
• Edit Email HTML Builder Template
• Copy Email HTML Builder Template
• Delete Email HTML Builder Template

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Forms and Surveys 7

• Overview Of The Forms & Templates Module
• How To Find & Share Your Form Link
• How to Create a Form
• How to Create CSS Code
• Form Submitted As A Condition In Rules

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Appointments 6

• Appointments Updated as a Condition in Rules
• How To Create An Appointment
• How To Create, Delete, & Edit An Appointment
• How to Use Appointment Confirmations
• Scheduling an Appointment in a Calendar

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Properties 1

• How To Create A Property In Properties

Member Management 10

• How To Access Member Portal With Link Provided
• How To Add A Single Member
• How to Change Membership Dates
• How To Change Your Photo In The Member Portal
• How to Extend Membership Dates

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Reports 2

• How to Access Membership Metrics
• How to Generate a Pre-Defined Report

MailGun 2

• Sending Emails from a Root Domain
• Emails Sent from Root Domain in Tag Automation

Settings 18

• Add/Change the Logo Of Your Organization
• How To Add, Remove & Edit A User
• How To Update A User Email
• How To Change User Password
• How To Edit Or Delete User Permissions

View all 18