TABLE OF CONTENTS

• Location Dropdown
• Contacts
• Growth
• Campaigns > Reactivation & Nurture
• Insights
• Chat Log

Nearly everything you need to access lives on the left-hand side Utility Bar.

Location Dropdown

• If you have multiple locations, you can switch between them here in the dropdown menu:

Contacts

• Easily see contacts in 'All Contacts' or 'Leads'.
• You can search for contacts by first name, last name, or use the 'Phases' or 'Sources' dropdown to filter contacts by phase or source.

Growth

• Review all current or previous workshops and their registrants. 
• Schedule new Workshops or CAWs
• Filter by workshop type, and Status (Active and Inactive) 

Campaigns > Reactivation & Nurture

• Schedule/Edit current or previous monthly campaigns
• Preview campaign content
• Schedule/Edit Email Broadcasts
• Schedule/Send SMS campaigns
• Toggle on/off Nurture Phase campaigns

Insights

• Review data on email and SMS performance, follow-up metrics, workshop success, lead attraction, and product utilization.

Chat Log

• Listen to call recordings 
• Search for a call by phone number or contact name
• Add/Delete a contact from a call

Want to see a quick virtual tour of the Breakthrough app? Click the video link below:

Virtual Tour of Breakthrough