Modules
1
Platform Orientation
How to navigate FGFunnels. Covers the Dashboard, Contacts, the Pipeline board, and the Conversations Hub.
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2
Contact Management
How to add contacts, set custom fields, update records, and filter your list by segment or interest area.
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3
Working the Pipeline
How to move contacts through the therapy and coaching pipelines, and how to read the board as a daily practice.
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4
Conversations and Follow-Up
How to use the Conversations Hub once Gmail is connected, and how to stay on top of follow-up without it slipping.
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