Welcome To SalesPilot CRM by Mixed Media Ventures Support Portal
Please watch the videos or use the support option below.
SalesPilot CRM by Mixed Media Ventures
Welcome to the SalesPilot CRM by Mixed Media Ventures 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: support@mixedmediaventures.com
Phone: (646) 585-0550
Chat: Use bubble below.
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
2 Way Gmail / G-Suite Sync
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Filtering Contacts in the CRM
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Bulk Sending SMS & Emails
Using the Documents Section / Tool(s)
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
Sales Funnel Organization
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Setting up a Blog for Your Website or Funnel
How to Use the Blogging Tools
Margins & Padding on Websites and Landing Pages
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Organizing Workflows
Using Triggers in Workflows
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Editing Your Reviews Widget for Your Sites
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
Social Planner
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Payments
Invoices and Invoicing
Using the QuickPay Link
Proposals and Estimates
Other Documentation
Library of Tutorial Documents for SalesPilot Features
support@mixedmediaventures.com
(646) 585-0550
Need additional support? Feel free to reach out and get expert help!
by Mixed Media Ventures
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