Welcome To Source One Software Support Portal
Please watch the videos or use a support option below.
SUPPORT PORTAL
Source One Software
Welcome to the Source One Software support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
Text: (813) 592-6200
Frequent Questions
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
BUSINESS SETUP
Business Setup
Other Integrations
Download The App
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
WEBSITE BUILDER
Website Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
PAYMENTS
Payments Overview
Quickpay
Invoices
CONNECT
Reach out to us!