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Webcase
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

Contact

  • 801-406-7376
  • info@webcase.io
  • 772 East 100 North
    Payson, UT 84651
  • 9AM - 5PM, Mon - Fri