Welcome To EZ Fundings, Inc. Support Portal
Please watch the videos or use a support option below.
EZ Fundings, Inc.
Welcome to the EZ Fundings, Inc. support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
SUPPORT PORTAL
SUPPORT
Email: [email protected]
Phone: +16577585283
Chat: Use bubble below.
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
SUPPORT
Email: [email protected]
Phone: +16577585283
Chat: Use bubble below.
Support Ticket: Use the submit ticket button above to send us a support ticket.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
(ADMIN) BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
Trust Center
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
Documents
Grouping contacts to a Company
LOANS Section
Loans Section Overview
Smart Lists - How to use them
Selecting a Loan Source - IMPORTANT
Quick Lead Form - UPDATED
How to Create a Task inside a Loan
Managing Fields
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
Documents
Grouping contacts to a Company
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Triggers
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Execution Logs
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
MARKETING & SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Brand Boards
QR Codes
Media Center
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
MARKETING & SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Brand Boards
QR Codes
Media Center
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
PAYMENTS
Payments Overview
Quickpay
Invoices
Proposals & Estimates
AFFILIATE PROGRAM
Affiliate Overview
Adding Affiliates
Creating an affiliate Campaign
CONNECT
Reach out to us!