Welcome To FreedomCRM Training & Support Portal
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FreedomCRM
Welcome to the FreedomCRM support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
SUPPORT PORTAL
SUPPORT
Email: crmsupport@freedomcrm.biz
Chat: Use bubble below.
Phone:
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Navigation Overview
Launchpad
BUSINESS SETUP
Business Setup
Integrate Your Social Media
Other Integrations
Download The App
Lead Connector overview
Adding Users & Restricting Access
Add A Domain
Add A Phone Number
Add A Voicemail
Gmail Sync
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 A Prospect To A Workflow or Campaign
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
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Split Testing
Funnel organization
Add a blog - Coming Soon
Adding a blog entry - Coming Soon
WORKFLOWS & AUTOMATION
What is a Workflow?
Triggers
Workflow Tools
Creating a Workflow
Conditions & Dynamic Workflows
Troubleshooting Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
CALENDAR
Calendar Overview
Calendar Integrations
Add A Calendar to A Website
Team Calendars
REVIEWS
Reviews Overview
Reviews Requests
CHAT WIDGET
Chat Widget Overview
Set Up Chat Widget
Adding Chat To Any Website or Funnel
CONVERSATIONS
Conversations Overview
Conversations Templates
EMAIL MARKETING
Email Marketing Overview
Email & Text Templates
Using Custom Values & Custom Fields
PIPELINE
Pipeline Overview
How To Create A Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines - Coming Soon
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership Offers
Membership Settings
SOCIAL PLANNER
Social Planner Overview
Integrate Your Social Media
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Invoices - Coming Soon
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FAQ ABOUT US CONTACT US
crmsupport@freedomcrm.biz
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