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Lead Tracking

1 Examples Of Client, Event, and Invoice Pipelines

Overview This tutorial provides examples of how to setup pipelines. The examples below use a photographer's workflow as an example. How to Create/Edit Pipelines Click here for a tutorial on how to create pipelines Examples of Client Pipelines For Photographers…

2 How to Setup Client Lead Tracking*

Overview Many businesses need to track customers that are considering whether to purchase services or products. This tutorial provides instructions on how to setup StudioCloud to tracking those potential clients. Client Terms Client A client is considered…

3 How To Setup Your Workflow

Overview This tutorial provides a breakdown of all of the workflow options available to track and organize your business. Setup Your Entire Workflow From One Central Location If you would like to setup the entire workflow from one central location Click here…