SCRIBRARY

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DUDA

Duda Operations

Add a Scribe to a Website
Add New Client & Leave Website Notes
Unpublish a Website

GHL Integrations

Add GHL Review Widget to Duda Site
Create GHL form to Embed In Duda Site
Embed GHL Calendar into Duda Site
Custom Thank You on Form Submission

Google Integrations

Google Analytics Property & Attach to Duda Site

Online Help Session

GO HIGH LEVEL

Audit Logs

Restore Deleted Opportunity

Calendar

Add Team Member to Existing Calendar
Embed Calendar

Communication

A2P 10 DLC Registration

Contacts

Add Contact Followers
Add Custom Folders & Fields
Add Marketing Fact Finding to Contact's Profile
Add SEO Report to Contact's Profile
Contact Optimization/Prep for Consultation
Merge Duplicate Contacts

Forms

Custom Thank You on Form Submissions

Listings Management

Create Sub-Account and Activate Yext

Sales Team

Prepare and Send a Proposal

Sub-Accounts

Add Website Design Snapshot to Client Portal
Create a Client Portal
How to Pause a Sub-Account

Surveys

Add Marketing Fact Finding to Contact's Profile

Tags

Edit, Delete, and Add Tags in the CRM

SALES TEAM

Consultation

New Contact Prep for Initial Consultation Call

Payments

Prepare and Send a Proposal
Add Invoice Link to Contact's Profile

Prospecting

Conduct Audit & Prepare Presentation

SWFLMC Website

Design

Add Website to Website Design Gallery