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Onboarding (START HERE)
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
Marketing
Automation
Sites
Memberships
Media Storage
Reputation
Reporting
App Marketplace
Settings
Onboarding (START HERE)
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
Marketing
Automation
Sites
Memberships
Media Storage
Reputation
Reporting
App Marketplace
Settings
Welcome to Video Training Library
Onboarding (START HERE)
Synergy Overview and Features
How to Set Up Your Synergy Integrations
Verify your Login Email / Password and Settings
How to Change Your Synergy Password
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Dashboard
Dashboard – Overview
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Conversations
Conversations – Overview
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Calendars
Understanding Your Synergy Calendar
Confirm that your Calendar Settings are Checked
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Contacts
About the CONTACTS Database
Why tags are important for list segmentation
How to Use a Contact’s (3 Part) Profile
How to Add Contacts to Your Database
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Opportunities
Understanding the Opportunities Area
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Payments
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Marketing
Social Planner – Overview
About Emails (Campaigns & Templates)
About Snippets
How to Edit any SMS / Emails from Doren’s Campaigns
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Automation
Understanding the Automation Area
About the Realtor Attraction Campaign
Realtor Attraction – Understanding the Automation
Realtor Attraction – RAC (Objection Handling) Responses
How to Upload a Spreadsheet (csv) List
Realtor Attraction – How to Launch This Campaign
About the Dead Lead Resurrection Campaign
About All Other Campaigns
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Sites
Forms – How to Build a Form
Surveys – How to Build a Survey
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Memberships
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Media Storage
How to Add Media to your Media Storage Library
How to Delete Items from Media Storage
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Reputation
About Reputation (Google & Facebook Reviews)
How to check the status of your Google Review Campaign
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Reporting
About Reporting
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App Marketplace
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Settings
Business Profile & My Staff
How to Create and Use Custom Fields
How to Create and Use Custom Values
How to Create and Use Tags
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