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Tom Bristol just dropped nine new features inside the Marketer's Toolkit Customizer, and every single one is solving a real problem your clients face every day.
In this episode, Virginia walks you through all nine upgrades, providing real-world context for agencies serving the real estate, insurance, chiropractic, medical, and home service industries. Tom demos each feature live so you can see exactly what your clients will experience.
From color-coded pipelines that tell your team who needs attention right now, to a one-click call button that keeps your sales team moving, to address autocomplete that eliminates downstream errors... these are the kinds of upgrades that make the difference between a generic GHL setup and one your clients actually love using.
What we cover: Pipeline Stage Subtitles and Descriptions, Address Autocomplete, Custom Fields Open in New Tab, Click and Drag Horizontal Scroll, Compressed Opportunities View, Call Button on the Opportunity Modal, Color-Coded Opportunity Cards, Opportunity Tag Colors, and Open Contact in Same Window.
0:00 Intro
1:29 Feature 1: Pipeline Stage Subtitles and Descriptions
4:26 Feature 2: Address Autocomplete
6:21 Feature 3: Custom Fields - Open in New Tab
8:23 Feature 4: Click and Drag Horizontal Scroll
11:00 Feature 5: Compressed Opportunities View
13:10 Feature 6: Call Button on the Opportunity Modal
14:41 Feature 7: Color-Coded Opportunity Cards
20:47 Feature 8: Opportunity Tag Colors
22:02 Feature 9: Open Contact in Same Window
Book an optimization call with Virginia
Join the Marketer's Toolkit community
Friday live Q&A calls at noon Central
By Tom BristolTom Bristol just dropped nine new features inside the Marketer's Toolkit Customizer, and every single one is solving a real problem your clients face every day.
In this episode, Virginia walks you through all nine upgrades, providing real-world context for agencies serving the real estate, insurance, chiropractic, medical, and home service industries. Tom demos each feature live so you can see exactly what your clients will experience.
From color-coded pipelines that tell your team who needs attention right now, to a one-click call button that keeps your sales team moving, to address autocomplete that eliminates downstream errors... these are the kinds of upgrades that make the difference between a generic GHL setup and one your clients actually love using.
What we cover: Pipeline Stage Subtitles and Descriptions, Address Autocomplete, Custom Fields Open in New Tab, Click and Drag Horizontal Scroll, Compressed Opportunities View, Call Button on the Opportunity Modal, Color-Coded Opportunity Cards, Opportunity Tag Colors, and Open Contact in Same Window.
0:00 Intro
1:29 Feature 1: Pipeline Stage Subtitles and Descriptions
4:26 Feature 2: Address Autocomplete
6:21 Feature 3: Custom Fields - Open in New Tab
8:23 Feature 4: Click and Drag Horizontal Scroll
11:00 Feature 5: Compressed Opportunities View
13:10 Feature 6: Call Button on the Opportunity Modal
14:41 Feature 7: Color-Coded Opportunity Cards
20:47 Feature 8: Opportunity Tag Colors
22:02 Feature 9: Open Contact in Same Window
Book an optimization call with Virginia
Join the Marketer's Toolkit community
Friday live Q&A calls at noon Central