Bisaya Digital CRM Tutorial

Welcome to Bisaya Digital CRM! In this guide, you can find the answers to the most common questions.

Get Started

• ***How to Setup Your Account (Video)
• SaaS Mode – Full Setup Guide + FAQ (Article)
• How to Purchase Domain Step by Step (Article/Video)

Sales Funnels

• ***How to Setup Funnels (Video)
• How to authorize card payments in funnels (Article and Video)

Appointment Booking

• Book Appointment Action in Workflows (Article)
• How to View Calendar Appointments in Your Time Zone (Article/Video)
• Calendar: Integrate Microsoft Teams with HighLevel for Video Conferencing (Article/Video)

Opportunities

• How to Customize Opportunity Cards (Video/Article)

Workflows

• How to Get started (Article)
• Workflow Builder Walkthrough (Article)

Social Media

• How to connect to your Facebook Page(s) (Article)
• Connect Instagram Business or Creator to Facebook (allows posting to IG) (Article)
• Understanding the Social Media Statistics Dashboard (Article/Video)

Conversations

• Setting Up Conversation AI (Article)
• Snippets (Article)
• View & Edit AI Response Info in Conversations (Article)

Troubleshooting

• Calendar: Adjusting Availability Settings for Individual Calendars (Article)
• Calendar: Build and Customize Calendars (Video)
• ***Calendar: Recurring Meeting Setup (Video)
• Calendar: How To Create Service Calendars (Article)
• Email: Create Automated Email Notifications for Form and Survey Submissions (Article)
• Reporting: Google Analytics Tracking (Article)