| 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 |
| 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 2nd Calendar in your Synergy CRM |
| How to Create "Custom Values" for each Calendar you Create |
| 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 |
| 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 |
| 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 |
| Dead Lead Resurrection - How to Launch when you have version 2 of Synergy |
| 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 |
| DLR - How to Launch when you have version 2 of Synergy |
| How to Launch Post-Closing Campaign, Before Pre-Approval Campaign, After Pre-Approval Campaign |
