Content Tracker
Track the progress of all 40 Help Center articles.
| ID | Category | Title | Status | Last Updated |
|---|---|---|---|---|
| 1 | Start Here | Welcome to COFFEE CRM | Needs Screenshot | 10/1/2026 |
| 2 | Start Here | Your First 30 Minutes in COFFEE CRM | Needs Screenshot | 10/1/2026 |
| 3 | Start Here | Understanding the Main Navigation | Needs Screenshot | 10/1/2026 |
| 4 | Start Here | Updating Your Personal Profile | Needs Technical Verification | 10/1/2026 |
| 5 | Start Here | Completing Your Business Profile | Needs Technical Verification | 10/1/2026 |
| 6 | Start Here | Installing and Using the Mobile App | Needs Screenshot | 10/1/2026 |
| 7 | Start Here | Connecting Your Essential Business Accounts | Needs Technical Verification | 10/1/2026 |
| 8 | Start Here | How to Request COFFEE Support | Ready to Publish | 10/1/2026 |
| 9 | Contacts and Conversations | Creating and Editing a Contact | Needs Screenshot | 10/1/2026 |
| 10 | Contacts and Conversations | Importing Contacts Safely | Needs Screenshot | 10/1/2026 |
| 11 | Contacts and Conversations | Using Tags, Custom Fields and Smart Lists | Needs Screenshot | 10/1/2026 |
| 12 | Contacts and Conversations | Finding and Managing Duplicate Contacts | Needs Screenshot | 10/1/2026 |
| 13 | Contacts and Conversations | Understanding the Conversations Inbox | Needs Screenshot | 10/1/2026 |
| 14 | Contacts and Conversations | Sending Email and SMS Messages | Needs Screenshot | 10/1/2026 |
| 15 | Contacts and Conversations | Assigning Conversations to Team Members | Needs Screenshot | 10/1/2026 |
| 16 | Contacts and Conversations | Using Templates and Snippets | Needs Screenshot | 10/1/2026 |
| 17 | Sales Pipelines | Understanding Opportunities and Pipelines | Needs Screenshot | 10/1/2026 |
| 18 | Sales Pipelines | Moving Opportunities Through Pipeline Stages | Needs Screenshot | 10/1/2026 |
| 19 | Sales Pipelines | Creating Tasks and Follow-Up Activities | Needs Screenshot | 10/1/2026 |
| 20 | Calendars and Appointments | Connecting Your Google or Outlook Calendar | Needs Screenshot | 10/1/2026 |
| 21 | Calendars and Appointments | Setting Calendar Availability | Needs Screenshot | 10/1/2026 |
| 22 | Calendars and Appointments | Sharing a Booking Link | Needs Screenshot | 10/1/2026 |
| 23 | Calendars and Appointments | Rescheduling or Canceling Appointments | Needs Screenshot | 10/1/2026 |
| 24 | Calendars and Appointments | Understanding Appointment Notifications | Needs Screenshot | 10/1/2026 |
| 25 | Email and SMS Marketing | Creating and Sending an Email Campaign | Needs Screenshot | 10/1/2026 |
| 26 | Email and SMS Marketing | Creating an SMS Campaign | Needs Screenshot | 10/1/2026 |
| 27 | Social Planner | Creating and Scheduling Social Posts | Needs Screenshot | 10/1/2026 |
| 28 | Forms and Lead Capture | Creating a Form | Needs Screenshot | 10/1/2026 |
| 29 | Forms and Lead Capture | Creating a Survey | Needs Screenshot | 10/1/2026 |
| 30 | Workflows and Automation | Understanding Workflows | Needs Screenshot | 10/1/2026 |
| 31 | Workflows and Automation | Safely Editing an Existing Workflow | Needs Screenshot | 10/1/2026 |
| 32 | Workflows and Automation | Testing a Workflow Before Publishing | Needs Screenshot | 10/1/2026 |
| 33 | Workflows and Automation | Manually Adding or Removing a Contact | Needs Screenshot | 10/1/2026 |
| 34 | Reputation Management | Sending Review Requests | Needs Screenshot | 10/1/2026 |
| 35 | Reputation Management | Responding to Reviews | Needs Screenshot | 10/1/2026 |
| 36 | Ask AI and AI Employees | Getting Started With Ask AI | Needs Screenshot | 10/1/2026 |
| 37 | Ask AI and AI Employees | Using Brand Voice With AI | Needs Screenshot | 10/1/2026 |
| 38 | Ask AI and AI Employees | Understanding Conversation AI | Needs Screenshot | 10/1/2026 |
| 39 | Reporting and Dashboards | Understanding Dashboards and Reports | Needs Screenshot | 10/1/2026 |
| 40 | Troubleshooting | Troubleshooting Login, Browser and Permission Problems | Ready to Publish | 10/1/2026 |
| 41 | Websites and Funnels | Understanding Websites vs. Funnels vs. Funnel Steps | Needs Screenshot | 10/1/2026 |
| 42 | Websites and Funnels | Building Your First Funnel Page | Needs Screenshot | 10/1/2026 |
| 43 | Websites and Funnels | Using Templates and the Page Builder | Needs Screenshot | 10/1/2026 |
| 44 | Websites and Funnels | Publishing and Connecting a Custom Domain | Needs Screenshot | 10/1/2026 |
| 45 | Websites and Funnels | Creating a Blog Post | Needs Screenshot | 10/1/2026 |
| 46 | Websites and Funnels | Tracking Funnel and Website Performance | Needs Screenshot | 10/1/2026 |
| 47 | Payments and Invoices | Connecting a Payment Processor | Needs Screenshot | 10/1/2026 |
| 48 | Payments and Invoices | Creating and Sending an Invoice | Needs Screenshot | 10/1/2026 |
| 49 | Payments and Invoices | Setting Up Products and Pricing | Needs Screenshot | 10/1/2026 |
| 50 | Payments and Invoices | Creating a Payment Link or Order Form | Needs Screenshot | 10/1/2026 |
| 51 | Payments and Invoices | Setting Up Recurring Subscriptions | Needs Screenshot | 10/1/2026 |
| 52 | Payments and Invoices | Tracking Payments and Transaction History | Needs Screenshot | 10/1/2026 |