Welcome To Subtrio support portal
Please watch the videos or use a support option below
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- Quick Start
- Business Setup
- CRM
- Website & Funnel Builder
- Workflows & Automation
- Calendar
- Reviews
- Conversations
- Email Marketing
- Pipeline
- Memberships
- Social Planner
- Payments
- Chat Widget
Quick Start
- Platform Overview
- Dashboard overview
- Navigation overview
- Launchpad Integrations
Quickstart Training
Business Setup
- Business Setup
- Launchpad - Integrate Your Social Media.
- Other Integrations
- Download The App
- Lead Connector overview
- Adding Users, Restrictions
- Custom Values
- Adding A Phone Number
- Adding A Domain
- Gmail Sync
Business Setup Training
CRM
- CRM Overview & Navigation
- Deleting A Contact & Restoring Deleted Contacts
- Adding A Contact
- Smart Lists
- Bulk Adding To Campaigns, WorkFlows
- Custom Fields
- Bulk Sending SMS & Emails
- Adding and Using Tags
CRM Training
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
- Importing a Clickfunnel's Funnel
- SEO Metadata On Each Page
- Adding Tracking Code to Your Site
- Sections, Rows, Elements
- Adding Elements to Your Page
- Add a blog
- Adding a blog entry
- Split Testing
- Funnel organization
Start Website builder Training Training
Workflows & Automation
- What is a Workflow?
- Workflow Tools
- Creating a Workflow
- Triggers
- Troubleshooting Workflows
- Conditions & Dynamic Workflows
- Adding Contacts to Workflows
- Workflow Recipes
- Workflow Organization
- Workflow Actions
Start Workflows Training
Calendar
- Calendar Overview
- Calendar Integrations
- Adding Calendar to Websites
- Team Calendars
Start Calendar Training
Reviews
- Review Setup
- Sending Review Requests
- Adding Reviews To Funnels & Websites
- Automating Reviews
Start Reviews Training
Pipeline
- What is a Pipeline?
- Creating a Pipeline
- Multiple Pipelines
- Adding Customers to Pipelines
- Automating Adding to Pipelines
Start Pipeline Training
Payments
- Payments Overview
- Quickpay
- Invoices
Payments
Chat Widget
- Chat Widget Overview
- Setting Up Your Chat Widget
- Adding Chat To Any Website
Start Chat Training