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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Navigation

Let’s walk through each section of the navigation, providing detailed insights into the purpose and functionality of key components.

How to do it

The navigation system in Keap Pro/Max is found in the upper-left corner of your screen and appears in a black box.

Clicking on the arrow just to the right of the K symbol expands the menu further.

Figure 1.2 – Identifying the Keap logo that opens the navigation

Figure 1.2 – Identifying the Keap logo that opens the navigation

When you select a section of the navigation, the relevant section menu will open. Each section menu consists of two regions:

  • Section menu (top)
  • Related shortcuts (bottom)

Related shortcuts are items from other sections that are commonly used in connection with that area you have navigated to.

Figure 1.3 – identifying sections of the navigation menu

Figure 1.3 – identifying sections of the navigation menu

Here is a list of each section in the navigation:

  • Home:
    1. Dashboard – Displays any reports or data...
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