Welcome to Boost Pro CRM Support Portal

Please watch the videos or use a support option below.

Boost Pro CRM

SUPPORT PORTAL

Welcome to the Boost Pro CRM support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT

  • Email: [email protected]

  • Phone: 313-395-0139

  • Chat: Use bubble below

  • Support Ticket: Click the Submit Ticket button

QUICK START

  • Platform Overview

  • Dashboard Overview

  • Navigation Overview

  • Launchpad Integrations

BUSINESS SETUP

  • Business Setup

  • Launchpad - Integrated Your Social Media

  • Other Integrations

  • Download the LC App

  • Adding Users, Restrictions

  • Custom Values

  • Adding a Phone Number

  • Add a Domain

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

WEBSITE & FUNNEL BUILDER

  • Differences Between a Funnel and Website

  • 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 Clickfunnels Template

  • SEO Metadata on Each Page

  • Adding Tracking Code to Your Site

WORKFLOWS & AUTOMATION

  • What is a Workflow?

  • Workflow Tools

  • Creating a Workflow

  • Troubleshooting Workflows

  • Conditions & Dynamic Workflows

  • Adding Contacts to Workflows

  • Workflow Recipes

CALENDAR

  • Calendar Overview

  • Calendar Integrations

  • Adding Calendar to Websites

  • Team Calendars

REVIEWS

  • Review Setup

  • Sending Review Requests

  • Adding Reviews to Funnels & Websites

  • Automating Reviews

CHAT WIDGET

  • Chat Widget Overview

  • Setting Up Your Chat Widget

  • Adding Chat to Any Website

CONVERSATIONS

  • Conversations Overview

  • Conversations Templates

  • Custom Fields & Values

EMAIL MARKETING

  • HTML Email Builder

  • Creating Templates

  • Custom Field Values

PIPELINE

  • What is a Pipeline?

  • Creating a Pipeline

  • Multiple Pipelines

  • Adding Customers to Pipelines

  • Automating Adding to Pipelines

CONNECT

  • 313-395-0139

TICKET SUPPORT

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If you need 'Done For You' customizations, open a Support Ticket! One of our experts will promptly respond with a quote.