What is the Sales Center & How To Use It?
Full CRM, Landing Page / Website Builder, Sales Pipelines and more.
Pat Murphy
Last Update há 3 anos
The Sales Center is a powerful CRM that was specifically built for Agency Owners to help them streamline their Marketing and Sales software.
To access your Sales Center from any browser simply type in “app.murphyconsulting.us” on the address bar and type in your login credentials.
Steps to set up your Sales Center account
Step 1: Set up your Twilio account then send support via ticket your SID and Auth Token.
Step 2: Set up your Sendgrid account. Send us your API key details along with the verified email that you used when signing up.
Step 3: Send us your domain details like Host Name, Domain Name, Username, and Password to log in to your account. And your Sales Center account log in as well. If you want us to set up your domain in your Sales Center.
Step 4: Open a ticket inside your Fulfillment Center, provide us the color scheme that you want for your catalog.
Step 5: Edit your funnels, triggers, and forms. Once you are done, please inform us via ticket or live chat so we can link this to your domain.
Step 6: If you need customization, go to your Fulfillment Center and select "Support > Open Ticket" and include your requests. If not applicable, you are all set. Just wait for the notification that your catalog is ready.
The Sales Center gives you the ability to import new leads, create and manage business opportunities via sales pipelines, set up email and SMS automation marketing campaigns, schedule appointments and sync them directly to your calendar, and much more.
During our onboarding setup, we will create your Sales Center account and give you built-in onboarding documents and Agency Funnels that you can edit.
Communication with your prospects and customers is easy thru Phone, Email, and SMS via the "Contacts > Contacts/Smart List" or via the "Conversations" menu in your Sales Center.
You can also add new Team Members to your Sales Center CRM upon request via "Settings > Team Management > Add Employee".
The Sales Center also comes with a Help Library, if you want to learn more or have any questions regarding the Sales Center CRM.
It's a very handy tool that can help answer your questions about the Sales Center CRM when you are stuck.
