Welcome To She Has Clients Support Portal

Please watch the videos or use a support option below.

She Has Clients

Welcome to the She Has Clients 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: support@shehasclients.com

Phone: (213)444-7055

Chat: Use bubble below.

Support Ticket: Use the submit ticket button above to send us a support ticket.

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Review Widget Editing


CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

Media Center

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder 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

Funnel Navigation Trick

Cookie Consent

New: Margins & Padding

Split Testing

Funnel organization

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow logs

New Triggers Video

Workflow Organization

Workflow Actions

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

CONVERSATIONS

Conversations Overview

Conversations Templates

Custom Fields & Values

Conversations filter

MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

QR Codes

Brand Board

Affiliate overview

Adding Affiliates

Creating an affiliate campaign

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

Social Planner

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

Settings

Adding Users

Connect a domain

Gmail Sync

Lead Connector

Trust Center

Companies

URL Redirect

Payments

Overview

Quick Pay

Proposals / Estimates - Brand New

Blogs

Add a blog / Using blog editor

Adding a blog to a website or funnel

Adding a blog to your site

Adding a blog Entry

Contacts

New: CRM Filters (Need to add this into your portal). 

New Workflow Videos - UI changes Refreshed -

Auto Updated Documents

support@shehasclients.com

(213)444-7055

Need additional support? Feel free to reach out and get expert help!

CONNECT

Reach out to us!

TICKET SUPPORT

Copyright 2022 She Has Clients

FAQ ABOUT US CONTACT US