Software Basics
Tutorial Videos
Learn How To Navigate/Use Your Software Step By Step.
When you invest in TGSM, you don't just get a powerful software… you get support that meets you where you are. This section is for those who prefer to learn by doing, at their own pace, without waiting on walkthroughs or scheduling time with support. We've recorded step-by-step training videos covering everything from CRM basics to marketing automation so you can get the most out of your system and start running your business smarter.
Dashboard
Get oriented and learn how to read your dashboard stats, navigate the main menu, and customize your home view.
Inbox Formerly Conversations
Manage all your SMS, email, and social messages in one unified inbox so you never miss a lead conversation again.
Scheduling Formerly Calendars
Set up your booking calendars, availability windows, and automated appointment reminders to fill your schedule on autopilot.
Contacts
Learn how to add, import, filter, and organize your contact database so every lead is tracked and actionable.
Pipelines Formerly Opportunities
Build and manage your sales pipeline track every deal, move leads through stages, and close more business.
Payments
Set up invoices, payment links, and online checkout so you can collect money directly through your CRM.
Marketing
Launch email and SMS broadcast campaigns, build drip sequences, and manage your marketing outreach from one place.
Automation Examples
See real-world automation workflows in action follow-up sequences, lead nurture, appointment reminders, and more.
Automation Trigger Events
Understand what fires an automation form submissions, pipeline stage changes, tags, appointments, and more.
Automation Action Steps
Learn how to build action steps sending texts, emails, adding tags, updating contacts, and assigning tasks automatically.
Automation Wait Steps
Master time delays between actions schedule messages for the right moment to maximize response rates.
Automation Conditional Branches
Build smart if/else logic into your workflows so leads get a personalized experience based on their behavior.
Automation Settings
Configure global automation settings enrollment rules, re-entry logic, and stopping conditions to keep your workflows clean.
How to Use the Funnel Builder
Build high-converting landing pages and multi-step funnels using the drag-and-drop funnel builder built into your CRM.
Split Testing Funnels
Run A/B tests on your funnel pages to discover which headlines, offers, and designs convert the most visitors into leads.
Funnel Examples
Walk through proven funnel structures for local service businesses from lead capture to booking confirmation.
Domain Connection
Connect your custom domain to your funnels and website so everything runs under your own branded URL.
Reviews Formerly Reputation
Automate Google and Facebook review requests so happy customers leave 5-star reviews without you having to ask manually.
Blogs, Forms, Surveys & Chat Widget
Create blog posts, embed lead capture forms, build surveys, and install a live chat widget on your site all from one dashboard.
Memberships
Build a members-only course or resource portal great for onboarding clients, training staff, or adding a recurring revenue stream.
Contact Tags
Use tags to segment your database, trigger automations, and keep your contacts organized by status, source, or interest.
Reporting
Track your leads, conversions, revenue, and campaign performance with built-in reporting dashboards.
Labs
Explore experimental features and beta tools inside your CRM stay ahead of new releases before they go mainstream.
LeadConnector
Run your business from your pocket with the LeadConnector mobile app manage conversations, appointments, and leads anytime, anywhere.
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