Welcome To EZ Fundings, Inc. Support Portal

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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

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

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

+16577585283

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