Taxpro -360 Onboarding

Quick Start Guide

  • Setup your Calendar

  • Sync your Google Calendar (Optional)

  • Get a Phone Number

  • Settings Configuration

  • Connect Your Domain

Funnel Setup

  • Funnel Overview

  • Editing Your Funnel

  • Check The Mobile View

  • Check and edit Campaigns

  • Start Driving Traffic

How to Run your First Campaign

  • What is your Objective

  • Importing Contacts

  • Create your own Campaign

  • Setting Bulk Action

Send your First Invoice

  • Integrate Stripe

  • Text-To-Pay

  • Creating Products

  • Create a Virtual Store

Automations and Workflow

  • What is a Workflow

  • The Pipeline-Tag-Alert System

  • Create an Appointment Confirmation Workflow

  • Create an Appointment Confirmation Workflow2

  • What else Can i do with workflows