Course curriculum

  • 1

    Getting Started - Account Set Ups

    • Get Started

    • Account Set Up - Part 1

    • Account Set Up - Live Demo
  • 2

    Business Set Up & Integrations

    • Getting Started Part 1

    • Getting Started part 2

    • Inbox

    • Calendars

    • Contacts

    • Opportunities and Dashboard

    • Social Media

    • Invoices

    • Estimates and Proposals

    • Reviews

    • Products and Coupons

    • Email campaigns

    • Forms

    • Website

    • Automations

    • Custom values and custom fields
  • 3

    Advanced Setups + Updates

    • WhatsApp is Now Live

    • Websites now support building an ONLINE STORE for your business

    • Integrate your iCloud Calendar!

    • Making Email and SMS Attachments Even Easier

    • New Account Dashboard Design!

    • Themes in Forms and Surveys

    • Picture in Picture Mode on Hosted Video Scroll

    • Video Backgrounds For Funnels and Websites Are Live!

    • Forward Incoming Calls To Multiple Users!

    • Enhanced Export Functionality for Opportunities

    • Image AI Now in Blogs

    • Domain Integration Made Easy!

    • Multiple Phone Numbers for a Contact More Flexibility Better Contact Management

    • Two-Way Sync with Gmail

    • Ability to choose deduplication preference order

    • How to Enable Email Verification For New Contacts

    • Images in Forms and Modern Builder UI

    • Revamped Email Builder with Inline Text Editor and Modern Design

    • Custom Fields for Opportunities

    • Enhanced Google Pay and Apple Pay on Order Forms

    • Schedule your Instagram Reel with the Social Planner

    • Collective Booking - Calendars

    • Enhanced Calendar Creation Flow

    • Save Response Custom Webhook Action

    • Email Analytics Update

    • Image AI in the Email Builder

    • Automatic Receipts in Order Forms

    • Guest Function Added to Calendars

    • Create Forms using Templates

    • Introducing Conversation AI

    • Opportunities Enhanced Contact Selection and Creation

    • Premium Full Name Support - Inbound Webhook Trigger (CreateUpdate Contact Action )

    • Attribution Report Enhancement

    • Advanced Data Points in Call Reporting

    • File Attachments in the Email Builder

    • Image AI Integrated With Funnels Website and Media Library

    • ChatGPT Premium Action is Live

    • Custom Invoices

    • Generate Images for the Social Planner Using Content AI

    • Apple Pay and Google Pay Now Live For Invoice and text2pay Link Payments

    • Publish Instagram Stories in the Social Planner

    • Additional Emails per Contact

    • New Opportunity Card Design & Enhancements

    • Formatting Terms and Notes in Invoices

    • Staff Selection on Calendars

    • Customizable 404 Error Page

    • Premium Triggers and Actions - Number Formatter

    • Workflow Action Update Custom Value

    • Workflow Trigger Payment Received

    • Google Sheet Updating a Single Row Efficiently

    • Blog Navigation and Search Element Live

    • Processing Refunds Live

    • How to Export All Submissions From a Form

    • Metrics on the Email Services Page

    • Workflow UI Enhancements

    • Premium Triggers and Actions - Date & Time Formatter

    • Notify Multiple Users in Internal Notifications

    • Introducing Content AI for the Email Builder

    • Logo in the Calendar Widget

    • The Template Library for Funnels Websites Email and Social Planner

    • Content AI Released in Funnels and Websites

    • Customize Email and SMS Notifications for Invoices

    • Class Booking Now Live on the Calendar

    • Edit Email Templates on the Fly

    • Introducing Content AI for the Social Planner

    • Authorize.net Integration

    • Premium Workflow Actions

    • Tags UI Update

    • Google Analytics 4 Compatibility

    • Split Testing in the Email Builder

    • Custom Event Setup in Calendars