Setting Up Your Sales Pipeline

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 is to get started: Navigate to Opportunities. Click Pipelines. Click Create New Pipeline. Fill in the details (name, stages, etc.) […]

Deals & Opportunity Stages

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 owner so you can follow the deal from first conversation to its final outcome.     Key Benefits of Creating Opportunities Centralized Tracking: View every open deal […]

Setup Social Planner

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 posts! Creating Posts Using Templates Templates make your life easy. Quickly customize pre-made designs for impactful posts. Here’s the scoop: Your post is scheduled and ready to […]

Setup Facebook_Instagram Lead Ads

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 details (Step 1) Select Lead Generation Create a Lead Form by clicking Create Facebook Form Fill Form details (type, greeting, mapping, etc) Click Create Form Fill more […]

Launch Bulk SMS Campaign

Launch Bulk SMS Campaign Navigate to Contacts Filter Contacts and use checkboxes to select (or select all) Click Send SMS button (speaking chat box icon) Click Ok, proceed Select From Phone Number Fill message body (message snippet, text, custom values, etc) Select Drip Mode Fill Drip settings (batch size, days, etc) Click Send SMS Learn […]

Make a payment Link

  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 product by setting quantities, options, and other preferences. Click Save. Click Send to share your payment link: Generic link: Anyone with the link can access […]

Launch a course

      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 > Courses > Products. Click Create Product > Start from Scratch. Click Start Buildingto pick the format that suits your teaching style: Sprint Course (quick […]

Create & Send Invoice

Create & sell product

Connect Stripes

  Connect Stripe First, head over to your Payments section. This is where all the magic happens—integrating payment gateways to streamline your customer transactions. Navigate to Payments > Integrations. Here, you’ll find popular options like Stripe, PayPal, Authorize.net, NMI, Manual Payment Methods (ex: cash on delivery, COD), and Square. Click Connect with Stripe. This will […]