Elite Members: Watch this overview of the App Functionality and Capability. Follow Along to see how you can use these methods to design your own system for your needs.
Elite Reps: Setting up your sales and training funnels is easy and simple once you get the hang of it. If you set this up correctly, it will work seamlessly with your CRM, Automation, and Opportunity Pipelines.
Elite Reps: Setting up your forms is pretty easy tp do, but these forms are pre-set to end to the CRM only, and don’t instantly notify you. This video will show you my work around to get the form notifications and information you may want to have. We will also be taking a look at how to set up our pipelines.
In order to your automation to work, you will need to add steps into the funnel and trigger actions for the system to look for. This video goes over how to do that.