Welcome To Syncly360 Support Portal
Please watch the videos or use a support option below.
Syncly360
Welcome to the Syncly360 support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
SUPPORT PORTAL
SUPPORT
Email: [email protected]
Phone: 916-619-0280
Chat: Use bubble below.
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Navigation Overview - Dashboard Menu
Navigation Overview - Header Menu
Navigation Overview - Side Menu
CRM
CRM Contacts and Task Management
Bulk Importing & Exporting Contacts
Bulk Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Quickly Adding a Contact to Automations
Adding and Using Tags
Documents
Grouping contacts to a Company
BUSINESS SETUP
Launchpad - On-Boarding
Business Profile Setup
Personal Profile Setup
Business Integrations
Adding Users and User Permissions
Download The App
Mobile Application Overview
Adding A Domain
Adding A Phone Number
Trust Center
Adding A Voicemail
Gmail Sync
Custom Values
CONVERSATIONS
Conversations Dashboard
Conversations Overview
Conversations Templates
Conversation Filter
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
PAYMENTS
Payments Overview
Payments Integration
Invoice and Estimate Configuration
Quickpay
Documents and Contracts
Artificial Intelligence
AI Voice
AI Conversation
AI Reviews
AI Funnels
AI Content
AI Workflows
MARKETING & SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Brand Boards
QR Codes
Media Center
REVIEWS
Review Setup
Sending Review Requests
Review Widget
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
eSign
Overview
WEBSITE & FUNNEL BUILDER
Funnels & Websites Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Add a blog
Adding a blog entry
Split Testing
Funnel organization
Wordpress Navigation
Wordpress - Connect a domain
Cookie Consent
URL Redirects
Funnel Navigation Trick
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Triggers
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Execution Logs
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Overview
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Overview
CONNECT
(916) 619-0280
Reach out to us!