Empower Your Business Pipeline Management in Onboarding Forms with airSlate SignNow

How to create outlook signature

online consultant and welcome to the picolyze family we are so happy to have you here and looking forward to a great collaboration but for today's video i'm gonna walk you through on how we can probably set up your account like what are the important steps that we need in order for us to successfully set up everything that you need and we can proceed to your marketing process so first off make sure that you bookmark this page okay so that it'll be easier for you to locate this videos on all the training videos that you need uh if ever that you feel stopped or you feel that you need something for reference so make sure to bookmark this page okay all right so first off watch the video of vikko right here which you can find on the very top part of this page once you're done then we're going to go to the fun part of this process all right so next would be filling out your own boarding form so if you click on this button right here it will redirect you to a page where you can see another video so if you can watch that and the very important thing would be you filling out this form because this is very essential for us to get started with your marketing campaigns okay so this is very self-explanatory but if you think that you still need clarification with this things just send us a message okay next would be granting us the access to our facebook ads manager so if you click on this button it will redirect you to our step-by-step video process in order for you to add our team to your facebook ads manager but in case that you don't have an ads manager set yet you can click on this link and make sure to create an account also do not forget to add the right emails for us to successfully be part and access your ads manager so these are going to be the two emails that you need to add which is the voice gmail.com and then vco.com gmail.com so everything is laid out in here but if you think that you're still stuck or you have further questions just let us know okay next it's also important that you meet us or be part of our communication channel which is in slack so if you click on the button right here it will redirect you to a video um showing you and how you can create your own account but if you do have an existing account with slack just click on this link it it will redirect you to our slack channel so the good thing about joining our slack channel because this will be our preferred communication method um this will be our easiest way of communicating with each other also our internal team is here so if you have any questions so it'll be easier for us to respond to you in a timely manner all right so first off all you need to do is check your email and look for an email sent from equalizer's team and contact bigflights.com so the reason why you have two separate emails is that they have different like plugin information and take note that once you're logged in it's just going to be a one-time login just make sure that you save or bookmark the login page so that you can have easy access to it so the first email would be from bigly's team so this is what you're going to see like congratulations your name you just made the best decision this year and right below you can see the instructions a couple of instructions that you might want to check and you can find here your login to the crm so you have okay next would be logging into our crm of course so if you click on this link it will redirect you to a signing page where you need to log in using your email and this default password which is at sharing one two three all right so now that you're logged in you have the option to change your password of course or something that is easier for you to remember so if you can just scroll down to on the left side menu you can see settings and then team management so now you will see here your name and if you click edit click user info and on the password field you can change your password to whatever you desire so take note that you have to include a capital letter a character and or a for i'm sorry or a number okay and then just hit save you also have the ability to add an employee a staff member or team member to to your account so all you need to do is to fill out their information right here which is first name last name email and then a password so it's up to you if you wanted to provide them a default password and then if you scroll down here on the user roles you also have the ability to choose whether you're just going to give them a user access or an admin access so basically if you give them an admin access they can and they have no limit in terms of the the access but if it's user role it's just going to be a limited access and just hit save so next up would be logging into your client portal so the login for client portal would be located on your email which i showed to you a while ago so if you can use that credentials just click on this link and then use those credentials for you to log in and you're all set all right so next would be getting your sms credits or signing up for a twilio account so we need this one in order for us to start sending sms to your clients if you can click on this link it will show you a step-by-step process as well on how you can set up your twilio account so if you click on this link it will be directly to the twilio page where you can sign up for an account but going back to this page right here so um if you're in australia you really have to verify your address and you would be needing to submit a couple of documents in order for you to get a number but if you're in usa you don't have to do this okay once you're done and you successfully sign up for a twilio account make sure that you have filled out this form right here so make sure your name and email are the same as the one that you registered with us all right just going back to the dashboard once you logged in so as you can see here dashboard so it's like a bird's-eye view of your activity on your account okay um conversations tab would be showing all of your conversations with your customers your replies their messages to you on the opportunities tab this serves as your pipeline so you can see different lead stages you can monitor on which stage your customers are currently in and you can um determine your next steps from there also if you scroll down a little bit you can see here client portal so this is the portal that you have signed up a while ago so the good thing is that you only need to sign up once and you can access it from your account we also have our facebook community our facebook group so if you want to join us we are also dropping some um good values in there on something that can help you with your marketing process as well so if you just want to say hi that would be awesome we also have our support help test just in case that you need um assistance but then again i highly recommend that you message us on slack or book a call with us because that's going to be the faster way to get your concerned result okay so last but not the least if you think that you are stuck at some point you need further help from us you need further assistance just book a call with us you can find here um two calendars so first off would be would be vehicles calendar and the second one would be my calendar so any technical questions should be referred to me if you feel that you're stuck at some technical side of things the best person to go to would be me so just book the most convenient time for you and i'd be happy to help you out all right so if you think that you are all set then i'd be seeing and talking to you on slack and again welcome and thank you for being here talk soon