Course curriculum

    1. 1.1 Welcome to the Starter Kit for Keap Ultimate

    2. 1.2 How to think about Keap Ultimate

    3. 1.3 What is Keap Ultimate? (formerly Max Classic)

    4. 1.4 Tips and Advice

    5. 1.5 Navigating inside Ultimate (formerly Max Classic)

    1. 2.1 Add and Manage Users

    2. 2.2 Set Up Your User Profile

    1. 3.1 Where do I go if I have questions?

    2. 3.2 How do I use a contact record?

    3. 3.3 What is the company record?

    1. 4.1 How do I import a list?

    2. 4.2 What do I do with duplicates?

    3. 4.3 Adding Contacts Manually

    1. 5.1 Tags and Custom Fields

    2. 5.2 Create and Edit Custom Fields

    3. 5.3 What Are Tags

    4. 5.6 Important CRM Settings

    1. 6.1 Searching For Contacts

    2. 6.2 Managing Saved Searches

    3. 6.3 Using Dashboard Widgets

About this course

  • Free
  • 45 lessons
  • 7.5 hours of video content