CRM Training

Below you’ll find training videos on using our system. If you need help with anything, please let us know and we’ll set up a zoom training session. Also, we will be adding to this page as more features are added to the system. Our systems backbone is built on the High Level platform. We’ve customized it for the countertop industry. 

Click here to log in to the system:

You can access the software on the iPhone and Android apps. Download the iPhone app here and the Andriod app here.

How to reply to SMS messages

How to navigate the software + signing in

How to manage the CRM pipeline + automations

How to add your notes to a contact

I marked a contact a won, how do I get them back in the pipeline?