Welcome to the CAVUcrm Support Portal
Please watch the videos or use a support option below.
CAVUcrm
Welcome to the CAVUcrm support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
SUPPORT PORTAL
Notice: Some features may not be available in your plan.
SUPPORT
Email: support@CAVUcrm.com
Phone: 512-522-8750
Chat: Use bubble below.
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Basic Business Setup
Integrate Your Social Media.
Adding Users, Restrictions
Adding a Domain
Adding a Phone Number
Register a Phone Number in Trust Center
Adding a Voicemail
Custom Values
Gmail 2-Way Sync
Other Integrations
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Adding a Contact
Deleting a Contact & Restoring Deleted Contacts
Smart Lists
Custom Fields
Adding and Using Tags
Quickly Add a Prospect to a Workflow or Campaign
Bulk Adding to Campaigns, WorkFlows
Bulk Sending SMS & Emails
Adding Documents to Contacts
WEBSITE & FUNNEL BUILDER
Differences Between Funnels and Websites
Website & Funnel Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building a Form
Building a Survey
Connecting a Domain to Your Funnel or Website
Building the Navigation for Your Website
Importing a Clickfunnels Funnel
Funnel Organization Tips
SEO Metadata on Each Page
Adding Tracking Code to Your Site
Setting Up a Blog
Adding a Blog Post
Funnel A/B Split Testing
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Conditions & Dynamic Workflows
Troubleshooting Workflows
Adding Contacts to Workflows
Workflow Recipes
CALENDAR
Calendar Overview
Calendar Integrations
Adding a Calendar to a Website
Team Calendars
REPUTATION MANAGEMENT
Reviews Setup
Sending Review Requests
Adding Reviews to Funnels & Websites
Automating Reviews
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat to Any Website
CONVERSATIONS
Conversations Overview
Email & Text Templates
Custom Fields & Values
EMAIL MARKETING
Email Marketing Overview
Email & Text Templates
Using Custom Fields & Values in Email Marketing
PIPELINES
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Add Contacts to Pipelines
MEMBERSHIPS
Memberships Overview
Membership Product Setup
Membership Offers
Membership Settings
SOCIAL MEDIA PLANNER
Social Media Planner Overview
Integrate Social Media Accounts
Your First Post
Social Media Planner Dashboard Overview
Scheduling Social Posts for a Later Date
PAYMENTS
Payments Overview
Quickpay
Invoices
AFFILIATES
Affiliates Overview
Creating an Affiliate Campaign
Adding Affiliates
LEAD CONNECTOR
Download the App
Lead Connector App Overview
support@CAVUcrm.com
512-522-8750
Need additional support? Feel free to reach out and get expert help!
CONNECT
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