Portal

"Magic Link" Login

AUTOMATIONS: Auto-Templates

AUTOMATIONS: No-Code Automations

AUTOMATIONS: Overview

Tools to Automate your Workflow

Activity Stream

Adding Notes to Contacts and Companies

Advanced Filtering

Announcements Widget

Appointment Calendar Settings

Appointments with Kickoff Forms

Approving new Prospects / Clients

Availability for Appointments

BRANDING: Overview

Billing History & Printing PDF Invoices

Block Editor Block Types

COMPANY: Understanding Companies

CONTENT: Custom Fields

CRM Contact & Company Dashboard

CRM: Adding and Editing Contacts

CRM: Circles

CRM: Company & Contact Bulk Edit

CRM: Contact Coordinator

CRM: Create a Test Client

CRM: Deals

CRM: Default Fields

CRM: Event Generators

CRM: Events

CRM: Importing & Exporting Contacts and Companies

CRM: Inactive Users & Deleting Users

CRM: Lead, Prospect & Client

CRM: Other ways to add Contacts

CRM: Overview

CRM: RE: Tasks

CRM: Secondary Clients

CRM: Settings

CRM: Understanding Primary Contacts

CRM:Paid Portal Access

Canceling your Subscription

Canned Replies & Auto-Reply

Changing your Primary Payment Method

Conditional Logic for Form Fields

Content Block Editor

Content Categories

Converting Work Requests

Creating Friendly URLs

Custom CSS Snippets

Custom Field Categories

Customize 'From Email' using Domain Verification

Customize 'From Email' using SMTP

Customize the Menus

Customize the Notifications for Staff & Clients

Customize your Login Page

DOCUMENTS: Creating and Managing Documents

DOCUMENTS: Digital eSigning

DOCUMENTS: Document Templates

DOCUMENTS: PDF Signing

Dark Mode

Dynamic Dashboards

Dynamic Data Placeholders

Dynamic Image Placeholders

Email Branding

Email Cannons

Email Templates

Embeddable Remote Chat: Basics

FILES: File Attachments

FILES: File Requests

FILES: File Settings

FILES: File Transfer

FILES: Files Toolkit

FILES: Folder Generators

FILES: Project Files

FILES: Shared Folders

FILES: Who sees what?

FLOW Steps Breakdown

FLOWs: Creating & Assigning FLOWs

FORMS: Form Field Types

FORMS: Form Templates

FORMS: Form Themes

FORMS: General Forms

FORMS: Kickoff Forms

FORMS: Overview

FORMS: Update Forms

Form Cannons

General Form Specialty Type

Gmail and G Suite for SMTP

Google Calendar Integration

Google Meet Integration

How to Resubscribe

LMS (Learning Management System)

LMS: Create a Product

LMS: How Do I Manage My Products

LMS: Manage Your Courses

LMS: What Does A Course Participant See?

Limiting who a Prospect/Client can Message

Live Chat: Basics

MARKETING: Amazon SES for SMTP

Use Amazon Simple Email Service (SES)

MARKETING: Campaign Templates

MARKETING: Creating Audiences

MARKETING: Drip Sequences

MARKETING: Email Campaigns

MARKETING: Email Sending Settings

MARKETING: File Attachments

MARKETING: Overview

Sending Emails to your Leads, Prospects, and Clients

MESSAGING: File Attachments

MESSAGING: Managing Folders

MESSAGING: Secure Messaging

Manage Your Appointments & Schedules

Managing FLOW Assignments & Submissions

Managing Your Account

Managing your Free Trial

My Billing Dashboard

My Calendar

My Profile / Settings

My Tasks Widget

No-Code Automations Breakdown

Notification Center

OFFICE: Accumulating Generator

OFFICE: Add your currency

OFFICE: Allocating Timers

OFFICE: Billing Your Clients

OFFICE: Estimates

OFFICE: Invoice / Estimate / Document Settings

OFFICE: Invoice Custom Fields

OFFICE: Invoices

OFFICE: Items / Taxes / Discounts Settings

OFFICE: On-Demand Invoice Generators

OFFICE: Payment Gateways

OFFICE: Payment Types

OFFICE: Proposal Templates - Full & Page

OFFICE: Proposals

OFFICE: Recurring Generators

OFFICE: Stored Payment Information

OFFICE: Stripe ACH Payments

OFFICE: Subscription Plans

OFFICE: Subscription Settings

Official Translators

PAGES: Assigning a Start Page

PAGES: Creating a Landing Page

PAGES: Creating a Portal Page

PAGES: Page Builder

PAGES: Portal Page Templates

PAGES: Workspace Pages

PARTNER: Reseller Profiles

PARTNER: Reseller Program

PORTAL: Overview

PORTAL: Placeholder Links

PROJECTS: Archived Projects

PROJECTS: Kanban View

PROJECTS: My Tasks & All Tasks

PROJECTS: Overview

PROJECTS: Project & Task Files

PROJECTS: Project Dashboard

PROJECTS: Project Generators

PROJECTS: Project Phases

PROJECTS: Project Settings

PROJECTS: Projects

PROJECTS: Task Dependency

PROJECTS: Task Followers & Comments

PROJECTS: Task Proofing & Approval

PROJECTS: Task Templates

PROJECTS: Tasks

PROJECTS: Team Talk and Client Talk

PROJECTS: Work Requests

Pinnacle Plan

Plan Power-Ups

Platform Branding

Pop-Up Notices

Portal Access Invitation

Project Notification Settings

Proposal Settings

Quickbooks Online Integration

ROLES: Lead, Prospect & Client

Rescheduling an Appointment

Reset your password

STAFF: Onboarding and Managing your Staff

STAFF: Setting an Hourly Rate for Staff

STAFF: Teams

STAFF: Understanding Internal Roles

Sales Funnel Builder

Salesperson Visibility & Claiming a Contact

Scheduling an Appointment

Secure API

Setting up your Custom URL

Start Plan

Submit a Help Request

Support Tickets: General Settings

Support Tickets: Inboxes

Support Tickets: Overview

Support Tickets: Permissions Settings

TOOLS: Impersonate Your Users

Template Library

Thrive Plan

Timers & Time Tracking Widget

Translations (beta)

Twilio Integration for SMS Notifications

Two Factor Authentication

Upgrade to a Paid Plan

VIDEO: Working with iFrames

White Label Mobile App

WordPress Direct Login Plugin

Zapier Integration

reCAPTCHA & hCaptcha