Navigating your platform effectively is essential to unlocking its full potential and maximising your business productivity.
This guide provides an in-depth overview of your platform’s dashboard and the various features accessible through its intuitive interface. Whether you’re managing contacts, tracking opportunities, or automating workflows, understanding the layout and functionality of each section will empower you to manage and optimise your operations efficiently.
Navigation Sidebar
The left sidebar serves as a central navigation hub, offering a menu list of all available sections within your platform. This menu facilitates easy access to different features, allowing you to efficiently manage various aspects of your platform’s functionalities. If you manage multiple accounts, you can effortlessly switch between them using the drop-down menu located in the upper section of the navigation sidebar.
Search Bar
Located below the drop-down menu, the search bar allows you to quickly find and manage specific contacts by entering their names. Additionally, you can use the search bar to add opportunities or view payment information related to the selected contact.
Quick Actions
To access Quick Actions, look for the green lightning bolt icon located on the right side of the search bar. The Quick Actions section provides a set of tools for performing common tasks efficiently — you can quickly add a new contact, schedule an appointment, send a review request, or create an opportunity with just a few clicks.
Dashboard View
Clicking on the “Dashboard” option from the left sidebar displays your Dashboard, which provides general reports on your contacts, pipelines, and other key business metrics. This centralised hub offers valuable insights into your business activities and is the default page you will see after logging into your account.
Conversations
The Conversations section serves as a unified communications center, consolidating all interactions with your contacts, including emails, SMS, and other communication channels. Within Conversations, there are several tabs: Manual Actions, Templates, and Trigger Links.
Calendar
The Calendar section provides an overview of all the calendars and upcoming events within your platform. The Appointments tab displays all booked appointments, offering a centralised view of your schedule.
Contacts
The Contacts section allows you to store and manage all contacts within your platform. You can add contacts individually, import them in bulk, or use marketing forms to collect contact information. Tabs include Bulk Actions, Restore, Tasks, Companies, and Manage Smart Lists.
Opportunities
The Opportunities section allows you to track and manage the progress of contacts through various stages, providing an overview of your pipelines and enabling effective contact management.
Payments
In the Payments section, you can manage products, transactions, and integrations with payment processors like Stripe or PayPal. Tabs include Invoices, Documents & Contracts, Orders, Subscriptions, Payment Links, Transactions, Products, Coupons, Settings, and Integrations.
Marketing
The Marketing section offers tools including Social Planner, Emails, Snippets, Countdown Timers, Trigger Links, Affiliate Manager, Brand Boards, Ad Manager, and Prospecting.
Automation
The Automation section enables you to design and implement automated workflows, replacing manual campaigns and triggers. Navigate to “Automation” from the sidebar to access the Workflows and Content AI tabs.
Sites
The Sites section provides tools for creating and managing marketing funnels, websites, and other digital assets including Funnels & Websites, Stores, Webinars, Analytics, Blogs, WordPress integration, Client Portal, Forms & Surveys, Quizzes, Chat Widget, and QR Codes.
Membership
The Membership section allows you to create and manage online courses, offering a structured learning experience for your audience. It includes tools for the Client Portal, building courses, organising content, tracking performance, and issuing certificates.
Media Storage
The Media Storage tab allows you to organise and access your digital assets, such as images and videos, from a centralised location.
Reputation
The Reputation section helps you manage your online reputation by providing an overview of reviews and review requests, including tools for sending review requests, responding to reviews, and managing business widgets and listings.
Reporting
The Reporting section offers detailed insights and analytics on your marketing campaigns and business activities, including Custom Reports, Google Ads & Facebook Ads performance, Attribution Reports, Call & Appointment Reports, and Agent Reports.
Settings
The Settings section, located at the bottom of the left menu, provides options for configuring and customising your platform. It serves as a central hub for managing settings, enabling features, and aligning the platform with your business needs.
