SetUp Pipelines and Opportunities

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.) and click create. Consider customizing […]

Setup Email, Phone and SMS

Setup Email Ensure your messages land in inboxes, not spam folders. Here’s a simple way to set up your email service: Navigate to Settings > Email Services. Click Dedicated Domain and IP. Click Create Dedicated Domain. Click Add Domain. Enter a subdomain prefix along with your owned domain (e.g., lc.mydomain.com). Click Add & Verify. Configure […]

Setup A Booking Calendar

Setup Personal Booking Calendar Your personal booking calendar is your best friend when it comes to managing appointments. Once it’s up, you’ll wonder how you ever managed without it.  To use Google Calendar for scheduling appointments, it’s essential to first create a AsantePower CRM Personal Booking Calendar. This booking calendar serves as the foundation for […]

LaunchPad Contextual In-App Nudges

What are Contextual In-App Nudges? Contextual In-App Nudges (for LaunchPad) is a dynamic feature designed to detect when users stall during onboarding or activation flows. By automatically displaying targeted nudges that include useful links to support articles, tutorial videos, kickoff call scheduling, and Chat with Support AI, the feature provides on-demand assistance that empowers users […]

Launch an Email Campaign

Start From An Email Template Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it’s the foundation upon which you’ll build compelling messages again and again. Ready to get started? Navigate to Marketing > Emails. Click the Templates Tab. Click New. Select Email Marketing Templates. Browse, search, […]

Launch A Funnel

Create a Funnel Options Every great journey starts with the first step, and in this case, it’s creating your funnel. Let’s get started: Go to Sites > Funnels. Click New Funnel, then select one of these options: From Blank (build your own) Funnel AI (AI-powered creation) From Templates (use a pre-designed funnel) Next step: Ready […]

Import Existing Contacts

How to Import Contacts Streamlining your outreach starts with importing your contacts. Follow these straightforward steps to ensure a smooth import: Navigate to Contacts. Click Import (the icon looks like a downward arrow pointing into a box). In Imports-1, Select Contacts and click Next Confirm your file format. Upload your file (CSV files up to […]

Create New Contact

Create New Contact Let’s dive right in by adding your very first contact. Establishing your network starts with this simple step: Navigate to Contacts in the main menu. Click the Add Contact button. Enter the contact details (name, email, phone, etc.). Remember, the more information you provide, the easier it will be to personalize your […]

Automatic Email and SMS Followup

Create Automated Form Submission Email Followup Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business. Let’s dive right in! Navigate to Automation. Click Create Workflow > Select from template Select the recipe Email Drip Sequence. Add the […]

AsantePower CRM Basic Idea Overview

Agency Business + AsantePower CRM Technology You have your agency business and AsantePower CRM has technology that helps run an agency and can be sold directly to clients as-is. Let’s clarify how all the pieces fit together. Starting Terms Agency: Your business. Client: Your business’ customer(s). Agency Account: When your Agency subscribes to AsantePower CRM […]