Training & Support
Training & Support
SUPPORT
Email: support@customers.plus
Phone: (305) 459-3718
Chat: Use chat bubble below
Support Ticket: Use the submit ticket button above
QUICK START
Platform Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Basic Business Setup
Integrate Your Social Media
Download The App
Adding Users, Restrictions
Adding A Phone Number
Adding A Domain
Adding A Voicemail
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Quickly Add Contacts to Workflows
Adding and Using Tags
WEBSITE & FUNNEL BUILDER
Differences in a Funnel or Website
Website & Funnel Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Conditions & Dynamic Workflows
Troubleshooting Workflows
Adding Contacts to Workflows
Workflow Recipes
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Reviews Setup Overview
Sending Review Requests
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
EMAIL MARKETING
Email Marketing Overview
Creating Templates
Custom Fields & Values
PIPELINE
Pipelines Overview
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Customers Plus Snapshots
Agency Snapshot
Need additional support?
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CONNECT
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