Q&A Webinar : August 8th, 2023 Succeed with Software

00:00 - Intro (Click Show more for clickable shortcuts)
04:15 - Building a White Label CRM that you can sell
14:21 - How to connect the Portal to your website?
19:00 - How to share Files with Prospects & Clients?
22:34 - Sharing Files with a Circle
23:30 - Using a Kickoff Form (like an intake/interest form) on your website
31:40 - Generating a PDF when a Prospect/Client/Staff completes a Form
39:48 - Designing Forms to support your INTERNAL Staff processes
47:25 - CRM Dashboard functionality
51:00 - Tracking Referrals via a points, bonus or commission structure
1:00:20 - How to test your payments before going live
1:02:48 - Clarification of API vs. Webhook functionality
1:07:40 - Discussion of the POWER of All-in-One
1:11:40 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message