Support
Email:
Chat@bmfsales2scale.com
WhatsApp:
(443) 845-1370
Welcome to the support portal.
Below you'll find our training and support videos for the fastest help. If you still need additional assistance, you know how to get in touch with us!
Quick Start
Start Here
Dashboard
Navigation Overview
Business Setup
>Business Setup
>Integrate Your Social Media
>Adding Users & Restricting Access
>Download The App
>Connect Domain
>Add Phone Number
>Add a Voicemail
CRM
> CRM Overview & Navigation
> Bulk Importing & Exporting Contacts
> Deleting A Contact & Restoring Deleted Contacts
> Adding A Contact
> Smart Lists
> Bulk Adding To Campaigns, Workflows
> Custom Fields
> Bulk Sending SMS & Emails
> Quickly Add A Prospect
> Adding and Using Tags
WEBSITE & FUNNEL BUILDER
> Differences in a funnel or website
> Website & Funnel Builder Overview
> Sections, Rows, Elements
>Adding Elements To Your Page
>Creating Templates and Global Areas
> Building a Form
> Building a Survey
> Connecting a Domain To Your Funnel Or Website
> Building the Navigation For Your Website
> SEO Metadata On Each Page
> Importing a Clickfunnel's
> Adding Tracking Code To Your Site
WORKFLOWS & AUTOMATION
>What is a Workflow?
>Workflow Tools
>Troubleshooting Workflows
>Conditions & Dynamic Workflows
>Adding Contacts to Workflows
>Workflow Recipes
CALENDAR
>Calendar Overview
>Calendar Integrations
>Adding Calendar to Websites
Reviews
>Reviews Overview
>Reviews Request
Chat Widget
>Conversations Overview
>Conversations Templates
>Custom Fields & Values
EMAIL MARKETING
> Email Marketing Overview
> Email & Text Templates
> Using Custom Values & Custom Fields
PIPELINE
> What is a Pipeline
> Creating a Pipeline
> Multiple Pipelines
> Adding Customers to Pipelines
MEMBERSHIPS
Membership settings