Welcome to The Wellness CRM! How Can We Help?

• How to export your Streak Contacts
• How to use the Help Desk & Information Center
• Launchpad - Start here
• Downloading Your Contacts as csv
• Get Started With CRM
• How to select your twilio number
• Fix Bad Call Quality
• Creating Your First Campaign
• Organizing Campaigns and Triggers
• Dashboard Overview

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• How to Bulk Upload Your Contacts
• Assigning Users to Contacts
• Setting Up Your Availability So Your Clients Can Book Appointments
• Creating Calendars, Appointments, & Calendar Teams
• How to Add Tags During Your Contact Import
• Creating Smart Lists
• Funnels Walkthrough
• How to Integrate Your Google Calendar(s) With Your CRM Account
• Importing Contacts (Lists)
• Lead Connector App

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• Purchase a Twilio Phone Number
• Domain Setup (Websites)
• Editing a Website
• Custom Meta Tags in Websites
• Folders
• Website Getting Started
• Creating a Custom Website
• Navigation Menus
• Email/SMS Notification (Lead Replied)
• Import Existing Twilio Numbers into Your App

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