This comprehensive guide details the steps required to navigate, edit, and manage websites within the CoachWorks Marketing CRM. From viewing details of your sites to making significant updates and organizing content, follow these steps to utilize the full capabilities of the platform.
1. Start by selecting the 'Websites' section.
2. Now, explore under the 'Website' tab.
3. Proceed by searching for a website in the search bar.
4. View detailed information on created websites here.
5. Next, select the configuration options for your website.
6. Then, click 'Edit' for additional settings.
7. Now, opt to edit the page and add new content.
8. Click to modify an existing page.
9. Subsequently, add a new page from this section.
10. Check data in the "Stats tab".
11. Check sales data in the "Sales Tab"
12. Security options can be seen here.
13. Configure the the website in the "Settings Tab".
14. Opt to delete or save your website configuration.
15. Click here to clone/duplicate a website.
16. Opt to rename the clone website.
17. Click here to Move the website to a folder
18. Select a folder to move the website to
19. Click here to move the selected folder.
20. Click here to upload a website template.
21. Set upload configurations and confirm the upload.
22. Click here to share the website.
23. Set access permissions and copy the share link.
24. Click here to delete the selected website
25. Confirm the deletion of the website if you're sure.
26. Click 'New Website'.
27. Create from a template or start from scratch.
28. After which, click on the "Continue".
29. Once ready, click 'Create Folder' to organize.
