Skip to content
syncdo

Course 2 of 7

Admin

For owners and admins. Shape the workspace around how you sell: your stages, fields, reminder types and call outcomes, your team and their leads, your templates, your WhatsApp numbers, the Android app, your reports and billing.

7 chapters · 17 lessons · 17 min

Start the course

Your progress is saved in this browser only. No account needed.

What’s in this course

Take the lessons in order, or open the one you need. Each is one task, with the steps written out.

Workspace setup

7 lessons · 7 min
  1. 1Set your names, country and currencyYou set the names templates fill in, the default country for phone numbers and the deal currency.
  2. 2Add your own lead fieldsYou add a field for what you want to track on every lead, such as budget or project.
  3. 3Change your lead stagesYou shape your pipeline: add, rename, reorder and remove stages.
  4. 4Set up deal stages and lost reasonsYou set the stages a deal moves through, and the reasons you pick when a lead or deal is lost.
  5. 5Add a reminder typeYou add a type such as Site visit, so your team picks it when setting a reminder.
  6. 6Choose your call outcomesYou set the outcomes your team picks after each call.
  7. 7Set your send windowYou set the hours your cadences and sequences may send in.

Team

2 lessons · 2 min
  1. 8Give a lead to a teammateYou hand a lead to the right person, and decide who sees which leads.
  2. 9Remove a teammate without losing their leadsYou remove someone and pass their work to a teammate.

Templates

2 lessons · 2 min
  1. 10Create a templateYou write a message once, and your team reuses it with each customer's details filled in.
  2. 11Sort templates into categoriesYou group templates so each one is easy to find.

Numbers & privacy

2 lessons · 2 min
  1. 12Add a second WhatsApp number, or archive oneYou connect another number for a new user, or retire one you no longer use.
  2. 13Keep personal chats out of SyncdoYou choose which chats Syncdo leaves alone.

Android setup

1 lesson · 1 min
  1. 14Set up the Android appYou sign in to the Syncdo app and allow what it needs for caller ID, call logging and reminders.

Reports

2 lessons · 2 min
  1. 15Read your team's numbers in ReportsYou see how your team is doing for any period.
  2. 16See one person's numbersYou filter Reports down to a single teammate.

Billing

1 lesson · 1 min
  1. 17Choose a plan and payYou pick a plan, set how many users you need and pay.

After this course

Rep

Leads, messages, follow-ups, deals and calls, one task at a time.

See the next course All courses