Keap Tech Centered Practice Course

Introduction
The Pro Tour
12 Lessons
The Menu
Getting Started
Home
Contacts
Messages and Tasks
Calendar
Money
Broadcasts
Automations
Pipeline
Reports
Upper Toolbar
The Settings Menu
11 Lessons
Profile
My Account
Business Profile
Adding Users
Payment Processing and Currency
Integrations
Tags
Forms
HIPAA and GDPR
Email Authentication
API
CRM Terms
6 Lessons
Contacts
Tags
Automation
Pipelines
Stages
Deals
Creating Your Pipeline
4 Lessons
Pipeline Preparation
Strategically Adding Pipeline Stages
Automating and Moving Pipeline Stages
Additional Pipelines
Creating Forms
8 Lessons
Creating an Internal Form
Starting Your Phone Intake Form
Adding and Arranging Fields in the Phone Form
Using Fields for Internal Forms
Adding a Qualifier
Creating a Qualifier for a New or Updated Client
Locating the Phone Intake Form Data
Locating the Updated Information
Your Phone Form and Automation
3 Lessons
Start the Phone Intake Automation
Building Your Phone Intake Campaign
Setting Up Your Decision Diamond
Creating Your Webform
7 Lessons
Starting Your Webform
Webform Fields and Strategy
Campaign Timers and Tasks
Campaign Emails
Finalizing Your Webform Sequence
Decision Diamond and Publishing
Embedding Your Webform
Schedule Appointment Internal Form
3 Lessons
Appointment Scheduling Details
Creating the Appointment Scheduled Form
Decision Diamond and Publishing
Bonus Email Assignment Campaign
2 Lessons
Preparing the Assign Clinician Email Automation
Setting Up Your Sequences and Decision Diamond
Your Final Walkthrough
1 Lesson
Your Final Walkthrough
The Ultimate Benefit Verification
2 Lessons
The Benefit Verification Form
The Benefit Verification Campaign
The Ultimate Document Review
2 Lessons
The Document Review Form
The Document Review Campaign
The Ultimate Waitlist Loop
1 Lesson
Setting Up A Waitlist
Resources
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The Settings Menu

Keap Tech Centered Practice Course The Settings Menu
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