PROFITADVISOR Knowledge Base
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106 articles
- How To Add or Import Leads
- How To Use The Inbox To Work A Lead
- How To Dial A Lead
- How To Use The Notes and Action List
- How To Generate Client Account and Send Login Credentials
- How To Create A Pathway To Profit Assessment
- How To Assign Training To Clients
- How To Work Leads Using The Main Lead List- Overview
- How To Manage A Lead Status Using The Pipeline
- How To Send Documents Using Attachments
- How to Create, Edit and Delete Custom Fields For A Lead Or A Client
- How To Segment Leads Using Groups and Tags
- Step-by-Step Guide: Creating or Updating Domain - A Records in GoDaddy
- How to Convert a Lead to a Client Without Collecting Payment
- How to Access The Impact Strategies
- How to Use ProfitCenter to Coach a Client
- How To Setup Your Website And Book
- How To Create An Assessment From The Lead Screen
- How To View Client Invoices
- How to View an Individual Client's Invoice
- How To Use The Margin Breakdown Tool
- How To Use The Customer Conversion Calculator
- How To Use The ROI Calculator
- How To Create And Send A Roadmap Proposal
- How To Use The Total Impact Calculator
- How To Give A Client Access To Profit University And Assign Training
- Accessing and Editing Your Implementation Schedule
- Accessing Individual Lead View And Activities
- How To Determine The Status Of Scheduled Book Interview
- Updating Account Notification Settings
- ProGlobal Business Plan
- How to Update Individual Constraint Settings
- How To Integrate Stripe. Mark as Paid
- How To Create Blogs
- Where Are My Scripts In The Training Area?
- How To Add My Own Scripts
- How To Use Scripts While Making An Outbound Call
- How To Print My Book
- How To Create and Send an Invoice
- How To Send An Email Using an Email Signature
- I Want To Create A Form
- How Do I Review My Outbound and Inbound Activity?
- Why are my emails or book download emails not sending?
- How Do I Use RVM, SMS and Email Templates?
- Generating reports and viewing Activity Logs
- How To Use Quick Dialer
- How Do I Get Back To The Onboarding Form If I Am Not Finished?
- Create A Custom Invoice
- How to Assign Tags to Leads in CRM
- How To Create A Pipeline
- How to Create Tags Within Quick Dialer for Coaching Clients
- Cancellation Policy
- How To Add Revenue Share To Assessment
- How To Update Your Credit Card In PROFITADVISOR
- How To Find Your Campaign Number Outreach Number
- Why Can't I Progress To The Next Module In Training?
- How To Access Call Recordings
- What is A2P/ Shaken/Stir? How Do I Register?
- How to Access Call Status In CRM Leads
- How to set up email campaigns?
- Assign and Create a Task 📕
- How to Create a Note in the CRM
- How do I see what is inside of a Campaign?
- How to Create a Template
- Why am I getting a 403 Error when downloading the book?
- What if my lead is not ready to enroll with me right now? How do I keep in touch with them?
- How is ROI Calculated?
- How To Send A Roadmap After an Assessment
- Why am I getting a SendGrid Error when I got to verify my email.
- Convert a Client to a Lead
- Delete a Lead/ Client
- How to mark a complete training incomplete
- How to Edit a Lead?
- Handling Duplicate Leads: What to Do
- Help Desk 101
- PROFITADVISOR Business Center Dashboard
- How to Create a Quiz
- How to Create a Training
- How to Purchase an Add On
- What is PWA?
- 📞 How to Search for Calls in PWA
- 💬 How to Find Messages in PWA
- Glossary of Terms
- How to Book an Appointment in the PWA
- How to Reorder Trainings and Quizzes
- What is a Training Path
- How To Access Trainings
- How to Become a Certified PROFITADVISOR
- How to Upload a PDF into Trainings
- How to Upload a Badge (My Training Area)
- How To Create A New Lesson
- How to Create a Course
- How to Add Images and Videos to Quizzes
- How to Edit Quizzes and Trainings
- How to Upload a PDF to Quizzes
- How to Search for Trainings
- What is a Course Percentage
- How To Send A New Training Notification To Your Client (For The My Training Feature Add-On)
- How to Set Up Your Calendar
- How to Mark a Training as Paid
- How to View SMS and Email Messages From the Client and Lead Dashboard
- How To Add Images to Your Quiz
- What is an audiobook?
- How to Add a Lead
- PWA: What is the Malcolm Icon to the bottom right?
- PWA: How do I get to the home screen?