Support Guide

Welcome to the support guide. You will have access to some of the most commonly asked questions and our 24/7 live chat agent on the bottom left of this page.

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Weekly How To/QnA

with Jackson Chen

Tuesday 2pm AEDT

Common Troubleshooting

Screen Stalling on Loading Page

FB Leads Not Populating

FB Leads Not Populating

Twilio Error

Updating Facebook Ad

Connect FB to ACR

Map your FB forms

Update Workflow Triggers

Using Opportunity Pipeline

Updating an Opportunity

Step 1

Moving Opportunities in Pipeline

Using Sales Prompts

Booking an Appointment

Manage your Calendar

Sync Your Calendar

Book an Appointment

Using Email Builder

Email builder vs Email Template

Building an Email

Send Your Email

Sending Bulk Email/SMS or Bulk Actions

Creating a Smart List

Sending Bulk SMS/Email

All Other Bulk Action Steps

Manage and Update Workflows

Update Your Existing Workflow

Manage Your Workflows Settings

Create New Workflows

Create and Update Forms and Survey

Creating Forms and Survey

Update Custom Fields

Send Form and Survey Link

Step 3

QR Code Opt In

Create a Form

Create a QR Code

Add to Workflow