Tab where we can enter training scripts, SOPS & procedures for front desk staff

Would love a tab on the client management side where we can upload training scripts, Sops, Procedures, so they can easily toggle back and forth when scheduling calls, making calls, following up, etc.

  • Guest
  • Mar 10 2019
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  • Michael Jones commented
    25 Feb 22:52

    The ability to add webtabs and iframe anything would be awesome. Other use cases could be adding a tab for billing. We use Zoho Subscriptions and would be nice to embed our customer portal link so our customers can easily go to our billing page from inside HL. Even if they have to log in again, that would be fine but would allow us to use any service or add literally anything. 

  • Zack Siegel commented
    02 Feb 15:16

    how about white-labeled sops for using ghl? kind of like cf has all of those walkthrough docs and other big tech companies

  • Devyn Grillo commented
    November 06, 2019 20:06

    This would be cool. I just have a ClickFunnels membership area with all the training and documents in there for them to login to.

  • Guest commented
    October 21, 2019 20:49

    Is there any update on this?

  • Michael Hopkins commented
    October 09, 2019 14:08

    Consolidate the ability to customize new tab with iframe or html!!! 

  • Melissa Blair commented
    May 24, 2019 15:27

    Would like to upload proposals, etc. for reference.

  • Stacey Sifuentes commented
    May 13, 2019 14:41

    @Shaun check out Dubsado for client portals, Jill's Office for scripts for front desk and workflows 

  • Guest commented
    May 01, 2019 00:48

    i've never use this, but wonder if something like this is useful to check out?

  • Admin
    Shaun Clark commented
    April 30, 2019 17:48

    Can anyone share other examples of this?

  • Chase Buckner commented
    March 12, 2019 22:59

    Check out

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