Course curriculum

    1. 1.1 Welcome

    2. 1.2 Early Perspectives

    3. 1.3 Three Buckets

    4. 1.4 Navigation

    1. 2.1 Users

    2. 2.2 Profile

    3. 2.3 Business Profile

    4. 2.4 Dashboard

    1. 3.1 Contact Record

    2. 3.2 Companies

    3. 3.3 Groups

    1. 4.1 Importing Contacts

    2. 4.2 Adding Contacts Manually

    3. 4.3 Tasks and Notes

    4. 4.4 Appointments

    5. 4.5 Public Forms

    6. 4.6 Internal Forms

    7. 4.7 Landing Pages

    1. 5.1 Tags and Custom Fields

    2. 5.2 Create and Edit Custom Fields

    3. 5.3 Create and Edit Tags

    4. 5.4 Tagging Best Practices

    1. 6.1 Broadcasts

    2. 6.2 Email Templates

    3. 6.3 Merge Fields

    4. 6.4 What is the Keap Business Line?

    5. 6.5 Communicating with KBL

    6. 6.6 Text Broadcasts

About this course

  • Free
  • 39 lessons
  • 5 hours of video content

For Pro and Max Users

A foundational course for anyone who wants to level up the way they use automation