Quick Start Guide

To start learning more about Forefront check out the video below.

Essential Articles

We start with the Pipeline and customizing it to match your workflow from start to finish. Once you have leads in your pipeline you will have important information and color indicators for alerting you to status due time set for each Status on your Pipeline.

• Creating a New Status
• Customizing your Deal Pipeline
• Lead Color Indicators

Next, Follow-Ups is where you will set up automated follow-up sequences, Integrations G Suite & CallRail

• Create a Follow-Up Sequence
• Gmail Integration
• CallRail Integration

Let’s go into your Profile to set your notifications up

• Set Event Notifications

Campaigns set up to track the leads that come in your Pipeline

• Create Campaigns

Adding Leads

• How to add leads manually

Adding Webhooks

• Feature Focus: Webhooks
• Forefront Webhooks and Integration