Welcome To Pro360.io Support Portal
Please watch the videos or use a support option below.
ONBOARDING & OVERVIEW
Onboarding Overview
How to Get Help and Support
Platform Overview
Navigation Overview
Launchpad Overview
Quick Start
How to Build Your Email List
How to Create Email Templates
How to Create and Send Email Campaigns
BUSINESS SETUP
Business Profile
Integrate Your Social Media
Adding Users and Restrictions
Download The App
Connect A Domain
Adding A Phone Number
Trust Center
Adding 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
Adding A Prospect To A Campaign & WorkFlow
Adding and Using Tags
Adding File Upload to Contact Record
WEBSITE & FUNNEL BUILDER
Differences Between A Funnel & A 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
Add a Blog
Adding a Blog Entry to Website
WORKFLOWS & AUTOMATION
Workflow Overview
Workflow Tools
Creating a Workflow
Conditions & Dynamic Workflows
Troubleshooting Workflows
Adding Contacts to Workflows
Workflow Recipes
Trigger Links Overview
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Reviews Overview
Sending Out 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
Email & Text Templates
Custom Fields & Values
Bulk Sending Texts and Emails
HTML Email Builder
OPPORTUNITIES / PIPELINES
Pipeline Overview
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership Offers
Membership Settings
SOCIAL MEDIA PLANNER
Social Media Planner Overview
Integrate Social Accounts
Your First Post
Social Media Planner Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Ai Features
Ai Voice Agents
OTHER FEATURES
Wordpress Navigation
QR Codes
Lead Connector App
CASE STUDIES
Newsletter
Need additional support? Feel free to schedule a zoom meeting and get expert technical help!
CONNECT
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