Welcome to the AIRflow CRM Training Portal.

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Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

Quickstart Training

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Start Business Setup Training

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

Adding and Using Tags

Start CRM Training

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

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

Start Website Builder Training

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Start WorkFlows Training

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

Start Calendar Training

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

Start Reviews Training

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

Start Chat Training

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

Start Conversations Training

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

Start Email Marketing Training

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

Start Pipeline Training

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

Membership Training

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

Social Planner Training

PAYMENTS

Payments Overview

Quickpay

Invoices

Payments