Setup Guide

• iList CRM (ConvoHost) - Overview

  Welcome to the CRM, Websites and Marketing Platform Our goal is to give you the best tools to engage and manage your leads and your business. In the next few sections your will find easy guides walking your through the basic set up so you can take advantage of this powerful platform. It is IMPORTANT to go through the set up guide on the following sections.Few readers

• iList CRM (ConvoHost) - Profiles Setup

  Setting up your business and personal profile The first thing you need to do is complete your profile - both personal and business as much of this information will be pre-populated into your marketing, websites, etc. From the left hand side at bottom - click on Settings Click and complete Business Profile Click and complete My Profile It is important to complete profiles fully as this information will be used in emails, websites and phone/ SMS settings. youtube How to set up yFew readers

• iList CRM (ConvoHost) - Email Services Setup

  How to set up your email||Setting Up Your Email - Personal and Marketing Setting up your email is one of the most important things to do within the platform. We provide step by step guide and video on how to do this. There are 2 areas to focus on when setting up your email. Marketing emails and Personal 2 way sync. The reason there are two types is that most personal email providers have daily limits on emails sent out and if you are going to be doing email marketing, it is adviFew readers

• iList CRM ( ConvoHost) - Phone setup

  Phone and SMS Setup One of the most powerful features within this platform is the Phone system and the ability to massage / market using SMS. But this must be set up correctly to do so. This system is backed by Twilio and Twilio requires all numbers and users to be registered before sending out SMS messages. NOTE: If you do not do this correctly, you will not be able to message your contacts. Watch our video below on how to do this or follow the bullet points for simple set upFew readers

• iList CRM (ConvoHost) - Adding your custom domains

  Adding your custom domain Setting up your domain(s) - if you are using our sites If you are using our website templates this is a very important, but simple step. If you are not using our websites feel free to skip this step. View our how to video and or follow the bullet points below Adding your domain or domains to your platform is fast and easy. How to add a new domain On left side, click settings andFew readers

How to use the iList CRM (ConvoHost)

• iList CRM (ConvoHost) - Conversations

  Conversations Conversations - Global Inbox Conversations is powerful feature in this platform. It is a global inbox where you can receive and send communications via email, SMS, social, live chat and calls to and from your leads. This allows you to manage all conversations from all sources in one place.Few readers

• iList CRM (ConvoHost) - Marketing Templates -SMS and Email Setup

  Marketing Tools- Email Templates, SMS Templates, Social Tools Marketing Templates- Email, SMS and Social Now that your setup is completed explore our marketing tools and templates we have set up for you. Within your platform we have created templates for emails and SMS. We have also created the workflows so as you add contacts you can you can automatically engage them. Before you begin marketing it is important to understand where your templates are, how to edit them and then hoSome readers

• iList CRM (ConvoHost) - Contacts

  Contacts and Opportunties Contacts Managing your contacts is a key part of any CRM platform. Within this platform you can import, export, tag, track, launch bulk SMS and emails as well as launch automation directly from within your contact page. Video guide on how to find and manage contactsFew readers

• iList CRM (ConvoHost) - Setup Marketing Automation

  Workflows and Automation How to Setup Workflows and Automation Now that you know where to find your templates, lets look at workflows and automation. Workflows are a series of actions that your can automatically run for your leads. For example you can send a lead a SMS, followed by an email, wait a certain time and repeat, etc. This allows you to automatically engage leads based on certain actions. In order to grow and scale your business, understanding how to use workflowFew readers

• Editing your website within the CRM

  How to access and edit your website in the CRMFew readers

• Calendar setup

  Calendars Overview This section gives you a quick yet decluttered view of your calendar. It also allows you to switch seamlessly between all created calendars in your CRM, whether you need to look at your calendar or your sales team's calendar. Remember, these calendars are synced to your Google or Outlook account and can also be controlled/edited using your Google or Outlook calendars outside of this CRM.Few readers