RESOURCE LIBRARY
This will be your secret weapon for learning how to make the most out of each tool inside Team Stream Solutions, from courses to funnels to email marketing (and everything in between)!
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
How to use Business Card Scanner Mobile App
Adding Users, Restrictions
Adding Staff and Employees
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
Trust Center
Upgrade/Cancel Your Subscription
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
Documents
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
Split Testing
Funnel organization
QR Codes
Brand Board
Companies
Funnel Navigation Trick
Media Center
URL Redirect
Wordpress Navigation
Wordpress - Connect a domain
Cookie Consent
Review Widget Editing
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Triggers
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Workflow Logs
CALENDAR
Calendar Overview
Calendar Integrations
iCloud Calendar Integration
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Invoices
Proposals & Estimates
AFFILIATE PROGRAM
Affiliate Overview
Adding Affiliates
Creating an affiliate Campaign
ALL ABOUT AI
Voice AI
INDUSTRY SPECIFIC SNAPSHOT
(BEAUTY BAR)
Navigate The Beauty Bar Snapshot
Creating an RSVP List with Automation
INDUSTRY SPECIFIC SNAPSHOT
(LIFE CENTRAL SUITE)
Overview of Custom Snapshot for Lifewave
Life Central Suite
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(775) 317-8324