Welcome to MyMFG+ Tips n' Tricks!

Jump to:

Chapter 1 - Getting Started

1.1 - Importing Leads and Preparing Your File

1.2 - Importing Leads and Mapping Fields

1.3 - Lead Management

1.4 - Opportunities and Pipelines

1.5 Tagging and Workflows

1.6 - Reporting

Chapter 2 - Funnels and Domains

2.1 - Building Funnels

2.2 - Custom Fields

2.3 - Forms & Surveys Pt. 1

2.4 - Forms & Surveys Pt. 2

2.5 - Domains/DNS Pt. 1

2.6 - Domains/DNS Pt. 2

Chapter 3- Automations Overview

3.1 - Automations

3.2 - Funnel Automations

3.3 - Brochure Automations

3.4 - Power Dialer Automations

3.5 - Booked Appointment Automations

Chapter 4 - Social Planner

4.1 - Social Planner Part 1

4.2 - Social Planner Part 2

4.3 - Social Planner Part 3

4.4 - Social Planner Part 4

Chapter 5 - Contact Organization

5.1 - Smart Lists and Tagging

5.2 - Tagging

5.3 - Policy Renewal

Chapter 6 - Build a Website

6.1 - Website Building Pt. 1

6.2 - Website Building Pt.2

6.3 - Website Building Pt. 3

6.4 - Website Building Pt. 4

6.5 - Website Building Pt. 5

6.6 - Website Building Pt. 6

6.7 - Website Building Pt. 7

6.8 - Website Building Pt. 8

6.9 - Website Building Pt. 9

6.10 - Website Building Pt. 10

6.11 - Website Building Pt. 11

6.12 - Website Building Pt. 12

6.13 - Website Building Pt. 13

6.14 - Website Building Pt. 14

6.15 - Website Building Pt. 15

6.16 - Website Building Pt. 16

6.17 - Website Building Pt. 17

Chapter 7 - Canva

7.1 - Canva Pt. 1

7.2 - Canva Pt. 2

7.3 - Canva Pt. 3

7.4 - Canva Pt. 4

7.5 - Canva Pt. 5

7.6 - Canva Pt. 6

Chapter 8 - Reviews

8.1 - Reviews Pt. 1

8.2 - Reviews Pt. 2

8.3 - Reviews Pt. 3

8.4 - Reviews Pt. 4

8.5 - Reviews Pt. 5

Download PDF

Bulk Add Contacts to an Automation

How to Filter Contacts and Opportunities

How to Integrate Outlook and Gmail

How to Integrate Calender

How to Edit and Turn On Automations

How to Bulk Upload Contacts

How to Bulk Email Contacts

Automation Triggers and Actions Guide