Setup & Compliance

Find all related resources here.

Metrics, Reporting & Analytics

Bolt-ons

The Assessing Analytics System

The Fine Tuning Fireflies System

The Slack Payment Tracking System

Docs

How To View Staff Members Call Metrics

How To Analyse Call Data Reporting

Track Business Performance With Ease

Products

Bolt-ons

The e-commerce System

Docs

How To Create A Product / Import Previous Products From Stripe

How To Import Previous Stripe Products

Forms, Funnels & Websites

Bolt-ons

Docs

How to build funnels & websites

How to build forms & surveys

How to use conditional logic inside forms & surveys

Detailed walkthrough - Building funnels with ease

New updated form & survey builder - Edit forms & surveys with ease

Automations

Bolt-ons

The Client Wins System

Docs

How to build automations

Edit automations with ease

How To Use Trigger Links

How To Setup Internal Notifications

How To Use The 'Stale Opportunity' Function

Understand Your Automations

Build Your Team & Roles Setup

Bolt-ons

The Ticket System

The Task System

Docs

How To Adjust Your STS CRM™ Time Zone

Build your team

Add any staff member

Communication Channels Setup

Bolt-ons

The Multiple Phone Number System

The toll-free Phone system

Docs

How To Adjust Your Calendar Availability

How To Connect Your Outlook Calendar To The STS CRM™

How To Adjust Your Google Calendar Linked To The STS CRM™

How To Adjust Read And Write Access In Google Calendar

How To Reconnect Your Google Calendar To Your STS CRM™

How To Block Off One Off Times Inside Your Calendar

How To Swap Between Google Meets Or Zoom Inside Your Calendars

How To Edit Calendar Users Inside Your STS CRM™

How To Solve Any Connection Errors Inside Zoom

How To Attach Images / Videos To SMS & WhatsApp Outreach

Legal data & Compliance

Bolt-ons

Docs

How To Automate Google Drive Folder & File Creation

How To Use The Random Split Function

How To Add A Pinned Note To An Opportunity

How To Purchase A Domain

How To Auto-Disqualify Leads & Auto-Cancel Appointments

An Overview Of Your Lead & Customer Journey

Manage Your Lead Management Pipeline

The Optimised Enquiry Process

The Quick Setup And Simplified Enquiry Process

Personalize your enquiry process communication

CRM Setup

Bolt-ons

Whatsapp bolt-on

The Anti-Spam Email System

Docs

(DESKTOP) How To Connect Your Apple (ical) And Google Calendar To The STS CRM™

(IPHONE) How To Connect Your Apple (ical) And Google Calendar To The STS CRM™:

How To Export Leads From Opportunity Boards

How To Integrate Google Sheets Into Your CRM

How To Use Webhooks

Detailed walkthrough - Building & editing pipelines

Adjust ‘Business Profile’ Settings

Connect your Stripe

Sync Social media

Connect your google account