Best Life CRM Tutorial LibraryVideo Training Library Fundamentals Training: Synergy CRM new user overview Contacts Fundamentals How to Add a New Contact into Synergy Dashboard Fundamentals Marketing Fundamentals Opportunities Fundamentals Phone Calls Fundamentals How to Call Inside Synergy CRM How to customize your email signature How to Filter Views in Opportunities How to filter leads and create "Smart Lists" in your contacts database How to add and use Media (images, videos, PDFs) in Synergy How to add a custom field How to integrate your Facebook & Google with your Synergy CRM How to Build a Form or Survey in Synergy How to embed a Synergy Form on website Set up Notifications to Remind Yourself of Upcoming Appointments How to Export Your Contacts into a Spreadsheet How to access your Synergy CRM from your phone Why Your Synergy Might Not Match Up to the Training Videos How to Create Task Reminders for Yourself How to Book Appointments From the Contacts Database What Specific Automation Has Been Added to Your Synergy Account Workflow Recipes - Where to find them, and how they can be used Calendar Integration: How to Create a Calendar How to Customize Your Calendar How to Set Up Your Scheduler Within the Synergy CRM How to Integrate Google Account How To Create a Second Calendar in Your SynergyCRM How to Create "Custom Values" for each Calendar you Create Campaign Basic Training: How to Create Your Own Campaign in Synergy CRM How to Stop a Lead From Receiving More Autoresponders How to Find the Autoresponder Campaigns in SynergyCRM How to Quality Check your Campaigns to Make Sure They Are Working Properly How to Record Your Voice Mail Messages Using FREE Online Recording Software How to Create MP3 Voicemail Audio on a Mac Computer How to set up a Synergy voicemail How to create a new Pipeline How to Assign a Pipeline to a Specific Team Member How to Move People from One Stage of a Pipeline to Another (Easier than Drag & Drop) Adding Your Signature Before Sending An Email How to Send Broadcast Email/Text Messages How to send bulk emails How to create a simple workflow to send bulk SMS messages How to Add and Remove Tags How To Test a Campaign on Yourself Before Launching it Realtor Attraction Campaign: The New and Improved RAC - How to edit your Synergy to align your campaign with the new one How to Create a Spreadsheet of Realtor Prospects Using Excel How to Upload Your Realtor Prospect Spreadsheet Into Best Life CRM Realtor Attraction - How to set up and launch from Synergy How to Select the Realtors and Start the Realtor Attraction Campaign How to Upload Your Voice Mail Messages Into Your Realtor Attraction Campaign How to Create a Spreadsheet of Realtor Prospects Using Google Sheets How to check on your RAC after you've launched Additional Campaign Training: How to Duplicate a Campaign Done4U Lead Follow-Up Orientation How to Set Up Your Refi to Save Campaign: How to Set Up Your Annual Mortgage Review Campaign How to launch your Dead Lead Resurrection campaign How to Set Up the Dead Lead Resurrection Campaign for More than One Realtor Dead Lead Resurrection - Where to find and stay on top of leads in the Opportunities pipeline How To Add a Voicemail Drop to the DLR campaign
