Ep 55: Year End Updates for You

Ep 55: Year End Updates (3 things for you to check)

December 20, 20241 min read

Today, we're going over some important updates in our pipeline funnels that you'll want to check out. It's a quick walkthrough of three key automations you need to set up.

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Simplifying Pipeline Funnels Updates for Your Account

  1. Introduction and Purpose

    • Final Fridays update for December 20th.

    • Overview of recent updates in Pipeline Funnels.

  2. Automation Setup

    • Three key automations to check and set up.

    • Simplifying the process by focusing on essential settings.

  3. Assign to Brand Partner

    • Assigning tasks and leads to yourself.

    • Ensuring proper assignment within the pipeline funnels.

  4. Purchase Slenderized Drops

    • Setting up for orders through personal websites.

    • Updating the global product to match your offerings.

  5. Send Renew Custom Report

    • Customizing report settings for renew version 2.0.

    • Ensuring the report is sent from your user account.

  6. Custom Values and Product Funnels

    • Setting up custom values in the control center.

    • Adjusting settings for Slenderize funnel URL, price, and switcher.

  7. Order Page Configuration

    • Checking and adjusting product details for order processing.

    • Setting up product prices and additional options.

  8. Conclusion

    • Recap of the updates and configurations needed.

    • Wishing a Merry Christmas and Happy New Year.

    • Encouraging questions and further assistance.

Link to Loom

https://loom.com/share/56ec571cc71a4b35904fb6fa1acce690?src=composer

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