Preparation & Planning Before you even log into GoAsante PowerCRM or drag your first element, taking some time to plan your website will save you significant time and effort, and result in a much...
Task and Activities Management What is Unified Task Management? Unified Task Management in Asante PowerCRM allows you to create and manage tasks from both the Contacts and Opportunities modules using...
Setting Up Your Sales Pipeline Create Sales Pipeline Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it...
Deals & Opportunity Stages What Are Opportunities? An Opportunity is a single potential sale tracked inside Asante PowerCRM. It bundles the contact, pipeline, stage, estimated value, and assigned...
Setup Social Planner First things first, we’ll get your accounts connected so you can start posting with ease. Here’s how: Now that you’re connected, let’s create some engaging...
Setup Facebook/Instagram Lead Ads Navigate to Marketing > Ad Manager Click Activate Ads Manager Click Connect Facebook Select Facebook Page Click Get Started Click Create Campaign Fill Campaign...
Make a Payment Link Here’s the straightforward way to create your payment link: Navigate to Payments > Payment Links. Click Create New Payment Link. Select your product. Configure your...
Create a Course Creating your first course is like laying the foundation for your teaching empire. It’s exciting and easy—let’s walk through it together. Navigate to Memberships >...
