Help
Helpful videos
The Head Start CRM lessons, in the order we set a new business up. Watch them inside your account.
Getting your system started
- Register your domain
- Set up hosting
- Get a merchant account
- Sync social media
- Forms and surveys
- Calendars
- Products
- Funnels and websites
- Take it live
- Compliant phone number
- Opportunities
- Automation
- Invoicing
- Link your billing
Don’t be afraid to dive in
- Don’t worry about mistakes
- Make quick edits online
- Spread your message
- Coupon codes
- Existing websites
Critiquing your setup and advancing
- Explore your system
- Manage your staff
- Compare displays
- Documents and contracts
- Notes
- Tagging
- Blogging
- Go through the process
- Run campaigns
- Multiple domains
- Add affiliates
- Mass messaging
Stuck on something that isn’t in the list? Send it from the contact page.