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How To Use The 'Conversations' Tab

3 - CRM Deep Dive

About this lesson

Today, we'll show you how to use the Conversations app in your CRM. This app stores all lead interactions, organized into Unread, Recent, Starred, and All tabs. You can filter, star important messages, and use bulk actions like marking as read or deleting to manage conversations efficiently.

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Complete lesson

Creating Your First Facebook Ceramic Coating Campaign (Full video - Parts 1 to 5)

Welcome! Let's Talk About Educational Video Content!

Video Content Guide Overview

Creating Your First Detailing Facebook Ad Campaign

Create Facebook Business Manager & Connecting Your Facebook Page

Create and name the campaign (Part 1)

Phone Call Script Breakdown

How To Send Text Blasts

Using Voiceovers

Connecting FB Form to CRM Form

How to Make Ads Manager Account

Setting Up the Ad Set Level (Part 2)

How to Remove Individual Leads From Automated Follow-ups

Creating A New Facebook Page

Targeting Audience (Part 3)

How To Set Up Your CRM Calendar

Creating the Ad - Ad Level Settings (Part 4)

How To Create Text & Email Templates

How to create an Instant Form (Part 5)

Proactive vs. Reactive Selling

How to Create An Email Marketing Campaign

Buying Questions vs. Objections

Connecting Your FB Instant Form to Our CRM

Asking the RIGHT Questions!

How To Use The 'Conversations' Tab

Following Up With Leads!

How To Add Staff Members To Our CRM

In-person Consultations

How To Use The Social Media Planner

Everything Automations! 🤖

Selling into Maintenance Plans!

Outro! + Weekly Coaching Calls

CC #42: Scaling Sales from Mobile to Multi-Shop Success – Jan 3rd 2024

CC #43: Effective Follow-Ups for Ceramic Coating Leads – Jan 10th 2024

CC #44: Tackling Common Roadblocks in Ceramic Coating Sales – Jan 24th 2024

CC #45: Guiding Clients to the Right Coating Package – Jan 31st 2024

CC #46: Selling Quality Over Product Names in Coatings – Feb 7th 2024

CC #47: Selling High-Ticket Coatings in Competitive Markets – Feb 14th 2024

CC #48: Upselling Ceramic Coatings to PPF Clients – Feb 28th 2024

CC #49: Nurturing Leads and Increasing Conversions – Mar 6th 2024

CC #50: Effective Pricing Strategies for Coatings and PPF – Mar 13th 2024

CC #51: How To Sell the Exclusive Benefits of Icon Rock Clear – Mar 20th 2024

CC #52: Mastering Value-Based Sales for Price Shoppers – Mar 27th 2024

CC #53: Tackling Objections & Boosting Sales Success – April 3rd 2024

CC #54: How To Stand Out with Educational Video Strategies – April 10th 2024

CC #55: Building a Vision-Aligned Detailing Team - April 23rd 2024

CC #56: Transitioning from Home Business to Pro Shop - April 30th 2024

CC #57: Proactive vs. Reactive Selling Strategies - May 7th 2024

CC #58: Boosting Sales with Trust and Strategy - May 14th 2024

CC #59: Q&A on Sales Training and Strategies - May 21st 2024

CC #60: Navigating the Interface for Maximum Efficiency - June 4th 2024

CC #61: Streamlining Packages to Simplify Sales - June 11th 2024

CC #62: Converting Price-Focused Leads into Clients - June 18th CC

CC #63: Qualifying Leads & Managing Expectations Effectively - July 2nd 2024

CC #64: Mastering In-Person Consultations for More Sales – July 9th 2024

CC #65: Selling Ceramic Coatings with Emotional Connections – July 16th 2024

CC #67: Boost Sales with Trust & Personalization – July 30th 2024

CC #68: Building a Profitable Maintenance Program – Aug 6th 2024

CC #69: Educating Price-Focused Clients on Quality – Aug 20th 2024

CC #70: Mastering Sales for Coatings & Add-Ons – Aug 27th 2024

CC #71: Upselling Tips for Ceramic Coatings & PPF – Sep 3rd 2024

CC #72: Off-Season Strategies to Keep Business Growing – Sep 10th 2024

CC #73: The Most Effective Closing Techniques - Oct 8th, 2024

Ad Performance Breakdown

CC #74: Dealing with Price Shoppers - Oct 15th, 2024

CC #75: The Importance Of Video Content In Business - Oct 22th, 2024

CC #76: Managing and Overcoming Client Expectations - Oct 29th, 2024

CC #77: Building Value with Coatings - Nov 5th, 2024

CC #78: Upselling - Nov 12th, 2024