Scalex.io Onboarding Center

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11 - Pipeline

11 - Pipeline

11.4 Add Customers to Pipelines

11.3 Multiple pipelines

11.2 How to Create a Pipeline

11.1 Pipelines Overview

0 - Onboarding [Watch First]

0.5 Scalex Payments
0.4 Increase Customer Reviews & Reputation Management
0.3 Install Webchat + Add Team Members
0.2 Start Texting + Mobile App
0.1 Getting Connected

1 - Getting Started

How To Upload Custom Audiences
1.3 Launchpad Overview
1.1 Navigation Overview
1.0 Scalex Overview

2 - Business Setup

2.6 Add A Phone Number
2.5 Add A Domain
2.4 Download The Scalex App
2.3 Adding Users & Restricting Access
2.2 Integrate Your Accounts
2.1 Business Setup

3 - Scalex CRM

3.10 Adding and Using Tags
3.9 Add Contacts To Campaign or WorkFlow
3.8 Bulk Sending SMS & Emails
3.7 Custom Fields
3.6 Bulk Adding To Campaigns, WorkFlows
3.5 Smart Lists
3.4 Adding A Contact
3.3 Deleting & Restoring Contacts
3.2 Bulk Importing & Exporting Contacts
3.1 CRM Overview & Navigation

4 - Website and Funnel Builder

4.12 Adding Tracking Code to Your Site
4.11 SEO Metadata On Each Page
4.10 Importing a Clickfunnel's Funnel
4.9 Building the Navigation For Your Website
4.8 Connecting a Domain To Your Funnel Or Website
4.7 Building A Survey
4.6 Building A Form
4.5 Creating Templates and Global Areas
4.4 Adding Elements to Your Page
4.3 Sections, Rows, Elements
4.2 Website & Funnel Builder Overview
4.1 Funnel vs Website

5 - WorkFlows & Automation

5.6 Workflow Recipes
5.5 Adding Contacts to Workflows
5.4 Troubleshooting Workflows
5.3 Conditions & Dynamic Workflows
5.2 Workflow Tools
5.1 Workflow Overview

6 - Calendar

6.3 Add A Calendar To A Website
6.2 Calendar Integrations
6.1 Calendar Overview

7 - Reviews

7.2 Reviews Requests
7.1 Reviews Overview

8 - WebChat

8.3 Add Chat To Any Website
8.2 Set Up Live Chat
8.1 Chat Overview

9 - Universal Inbox

9.2 Conversation Templates
9.1 Conversations Overview

10 - Email Marketing

10.3 Using Custom Values & Custom Fields
10.2 Email & Text Templates
10.1 Email Marketing Overview

11 - Pipeline

11.4 Add Customers to Pipelines
11.3 Multiple pipelines
11.2 How to Create a Pipeline
11.1 Pipelines Overview

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