Category: Help

Setup – WordPress Electronic Signature

5 Minute Setup of WordPress Electronic Signature First, install the plugin. The easiest and fastest – no FTP required – is login to your WordPress control panel >> Plugins >> Add New (usually at http://YOURSITEHERE.com/wp-admin/plugin-install.php ), search for “Swift Signature” and click “Install Now” and then the blue “Activate” Next, when you installed the plugin, we automatically Read More…

Online Invoice Generator Software

Swift Invoice is a Free Online Invoice Generator Software (Web-Based) MAY 2018 UPDATE: We are nearing completion of version 2.0 of this system. To get notified when 2.0 is live simply sign up at https://SwiftCloud.AI/is and we’ll send a message when it’s up, approx June 2018. Meanwhile, you can use version 1.0 <below>. Version 2 Read More…

Online Invoice Generator Payment Methods

Our Online Invoice Generator is simple and easy – if you haven’t already, try it now for free and send an invoice in minutes. Naturally, any invoice can be saved as a PDF or printed for the old-school paper enthusiasts, and paid offline, via cash, or check. We currently have the following online payment methods, Read More…

What’s a good conversion rate?

Real numbers, as fast as possible, that’s what you want, right? First, e-commerce. Selling online, if you’re a web rookie… actual credit card or paypal required. 5.31% gets you into the top 25% of all e-retailers. 11.45% gets you into the top 10%. 13% is on par with Amazon.com, arguably the #1 leader in cold-traffic Read More…

Magic Fields

Magic FieldsApr 22,2015

The following fields have special powers! Phone Email Address Zip Code How special? We use the power of the cloud to give you extra info, totally automagically. Currently, here’s what our fabulous servers will try to do for you based on these fields: Phone We’ll run a reverse phone lookup automatically to try and match Read More…

Sales Lead Incubator Campaign

Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >> Print / Mail i.e. handwritten thank you cards (technically, this is a task we create Read More…

Opportunity Details Page Help

CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…

Jing

JingNov 19,2014

Jing This is the #1 best way to communicate your notes to our team, once we are close to completion and have the basics in place. Note: Jing is best for multiple short videos, i.e. 1 per page. This helps us handle notes better, and it’s easier to record for you, and works with Jing’s Read More…

Help on Help

Help on HelpSep 09,2014

On any page, click the help icon in the top right to see help about that specific page. The system will know what page you’re on, and so the help files will be specific. If you encounter a blank page, just let us know! We’ll be happy to complete it for you – they all Read More…

Help Campaign Sequences

Lead Nurturing with Campaign Sequences Pause & Sketch out a map before proceeding…. most important is to list your intake methods for which you want a specific message to go out. Suggestions: “Hey we haven’t spoken in a while” // old contact re-activation We’re friends on LinkedIn, but…. // never spoken connect attempt We’re friends Read More…