• Configuring Webhooks in the Sales Pipeline Application

  n this document, you will learn how to efficiently manage webhooks within the system. The steps will guide you through accessing the webhook settings, understanding the types of webhooks, and managing subscriptions effectively. Step 1 Start by navigating to the sales pipeline. This section is the starting point for managing webhooks. Screenshot 1 Step 2 ProceSome readers

• Facebook Lead Integration and Prospect Management in CRM

  his document outlines the steps to integrate the system with Facebook, enabling the automatic capture of new leads. Once a user fills out a Facebook lead form, their information is seamlessly transferred to the CRM, instantly creating a prospect profile. Step 1 Begin by verifying that the system is integrated with Facebook to automatically capture new leads. When an individual fills out the Facebook lead form, their details are directly transferred into the CRM,Some readers

• Completing and Archiving Tasks

  his process outlines the steps for marking a task as complete and archiving it in the system. By following these steps, you can efficiently manage tasks and ensure they are properly documented and removed from the active task list. Step 1 To mark a task as complete and archive it, begin by navigating to the task section. Select the specific task you are currently working on. For instance, let's choose the task assigned to Cynthia. Screenshot 1 (https://storagSome readers

• Task Management Workflow Guide

  his document outlines the process of managing and updating tasks efficiently. It provides step-by-step instructions on how to access tasks, review communication history, and update task outcomes. The process also covers scheduling follow-ups and reviewing task details. Step 1 In this video, we will demonstrate how to manage tasks effectively. On the task screen, you will see a list of all tasks due today. To proceed with a specific task, such as the one assignedSome readers

• Automated Task Assignment and Scheduling Guide

  n this process, you will learn how to set up automated task assignments using triggers, assign task priorities, designate club staff, write scripts, and customize task schedules. This example demonstrates the process using monthly feedback calls as a case study. You will be guided through accessing the automation section, creating new automation, and assigning specific tasks to staff. Step 1 Access the automation section to begin creating automated task assignmeFew readers

• Viewing Archived Task History

  his document provides a detailed procedure on how to view the archived history of tasks or completed tasks associated with a specific member. By following these steps, you will easily access both planned and completed tasks, thus gaining insights into the historical activities of the member. Step 1 To view the archived history of tasks or completed tasks, begin by navigating to the desired member's profile. Select a member, open their profile, and proceed to theFew readers

• Task Overview and Filtering Guide

  n this document, you will learn how to efficiently navigate and utilize the task management interface within the CRM. We will walk through accessing the task overview, filtering tasks by various criteria, and understanding the different sections related to task deadlines and categories. Step 1 Navigate to the task overview screen to begin managing tasks effectively. First, access the CRM and select "Tasks" to open the tasks overview screen. Here, you have the opFew readers

• Assigning Default Contacts and Owners in Fitness Force

  n this document, we will explore the process of assigning default support contacts, such as a coach or sales representative, to clients, prospects, or members within Fitness Force. This involves designating a client representative, a sales owner, and, in the case of personal training, a session owner. Step 1 Begin by understanding the role of a default support contact, or client representative, within Fitness Force. This individual is assigned to manage client inFew readers

• Viewing Member Task History

  his document outlines the process to view the archived history of tasks and completed tasks for a member within their profile. By following these steps, you can effectively access and review the task records. Step 1 To explore the archived history of tasks or to view completed tasks, navigate to the member's profile. Select a specific member, access their profile, and proceed to the Task section. Within this section, you will find all the planned and completed tFew readers