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Getting Started
1.0
General CRM Overview
1.1
Settings: Profile
1.2
Settings: Company
1.3
Settings: Team Management
1.4
Settings: Integrations
1.5
Settings: Pipelines
1.6
Settings: Phone Numbers
1.7
Settings: Templates
1.8
Facebook Connectivity
1.9
Dashboard Overview
1.10
Conversations
1.11
Opportunities
1.12
Stripe Integration
1.13
Contacts & Smart Lists
1.14
The Dialer
1.15
Settings: Integrating Mailgun
1.16
Settings: Twilio Integration
Marketing
2.0
Campaigns
2.1
Bulk Requests
2.2
Trigger Links
2.3
Form Builder
2.4
Survey Builder
Scheduling
3.0
Create and edit Calendars
3.1
Integrating Google Calendar
3.2
Add Payments to Appointments
3.3
Integrating Outlook Calendar
Triggers
4.0
Triggers: Overview
4.2
Forms and Triggers
4.3
Appointments and Triggers
4.4
Triggering Actions with Trigger Links
4.5
Task Reminders with Triggers
4.6
Exporting Data With Zapier
Funnel Builder
5.0
Funnel Builder
Memberships
6.0
Memberships: Site Setup
6.1
Membership: Product Setup
6.2
Memberships: Product Customization
6.3
Memberships: Product Content
6.4
Membership: Offers and Checkout
Web Case
Services
Review Management
Business Messaging
Sales Funnels
SMS Communication
PPC Campaigns
Contact
801-406-7376
info@webcase.io
772 East 100 North
Payson, UT 84651
9AM - 5PM, Mon - Fri