Welcome To

Investor Syndicate's

Deal Room

Please watch the videos or use a contact us below.

Investor Syndicate

Welcome to the Investor Syndicate 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: (803) 784-3698

Chat: Use bubble below.

Submit Deals: Use the submit Deal's button above to send us a support ticket.

STEP 1 - FIND THE DEAL

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

STEP 2 - CONTACT THE SELLER

Business Setup

Launchpad - Integrate Your Social Media.

Other Integrations

Download The App

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

STEP 3 - ANALYZE THE DEAL

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

STEP 4 - NEGOTIATE THE DEAL

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

STEP 5 - SIGN CONTRACT

What is a Workflow?

Workflow Tools

Creating a Workflow

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

STEP 6 - FIND A BUYER

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

STEP 7 - FUND & FLIP

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

STEP 8 - GET PAID

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

BONUS TRAININGS

Conversations Overview

Conversations Templates

Custom Fields & Values

RENOVATION TRAINING

HTML Email Builder

Creating Templates

Custom Fields & Values

RAISING PRIVATE CAPITAL TRAINING

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

Automating Adding to Pipelines

SOICAL MEDIA MARKETING

Membership Overview

Membership Product Setup

Membership offers

Membership settings

SALES & NEGOTIATIONS MASTERY

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

EXECUTIVE SUITE - CEO TRAINING

Payments Overview

Quickpay

Invoices

[email protected]

(803) 784-3698

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