Video Transcript

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questions you answer them live right
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here on Facebook well over the last few
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weeks here I’ve been having a lot of
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questions around co-pilot CRM uh founded
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by Mike Andes uh particular question
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that was submitted over the weekend was
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about the V2 document editor updated in
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copilot so wanted to take a few minutes
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dive in and actually give you some
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expert tips of the V2 document editor
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has just been updated now the V1 uh
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document will still be there for a while
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for sure as Mike said uh in his release
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notes but a lot of people are looking to
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get into the new shift on the co-pilot
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document editor so I’m going to do is
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open up the screen and show you as we
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traditionally do here on Callahan’s
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Corner how to actually use new features
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of different CRM for the lawn care and
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Landscape industry as well as the home
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cleaning industry so as we’re going into
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copilot here we’re going to be looking
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at the new layout here we’re going to be
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going into
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the dashboard on the left here what
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we’re going to do is go into the
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marketing area here not hitting on
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automations today but we’ll be building
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some more videos around copilot
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automations as they continue to evolve
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with the advanced automations but we’re
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going to be looking right now is under
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the emails area here uh once again if
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you’re watching this video this was just
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a recent update
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um so we’ve got the traditional editor
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here with email templates and the scent
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history
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uh but what we’re doing here really is
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we’re going to go in and dive down uh
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instead of selecting a template here
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we’re going to go and switch to the
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email template V2 Builder uh so this is
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brand new if you’re watching this this
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week uh for copilot and Mike Anderson
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the team has done quite a great job here
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uh as you slide down here this may uh
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look familiar to some of you but there
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is some additional areas in here that we
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do want to point out in copilot so uh if
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you’ve never seen this this is a drag
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and drop Builder so we’re going to be
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doing it going into rows and actually
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creating some rows here
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um so as we’ve gotten these rows we can
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go in with different uh columns here and
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sizes so the full size
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um in different widths and different
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options that are available here
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um what I’m going to do over the next
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few minutes is break down how this
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actually works inside copilot so once
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we’ve built the structure here we have a
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desktop and a mobile view
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so we definitely need to be checking her
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I would suggest checking as you’re using
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this so first thing we’re going to be
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doing is going in here and uh dragging
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in an image so what we can do is drop
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that image there and browse off to the
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right we have the ability to build
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folders here you’ve got a couple that
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are by default and once we can do what
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we can do now is go in and actually
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bring in some folders or bring in some
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images and once you have those images in
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your folder you can actually click on
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those images and get those uploaded so
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I’m going to go in and bring in these
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simple growth document here or logo
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and insert and that is going to bring my
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image in here now if it on a uh an email
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you may want to be able to go in and
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change the width of this so for instance
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if we had taken the logo and stuck it in
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two or three different blocks and we
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wanted just the image off to the upper
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right hand size by clicking this little
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button here we can go in and manually
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adjust the width
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and we can also put full width on mobile
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so these ability to go through both of
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those on the co-pilot document editor
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now the next thing we could be looking
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at here is going into our content so
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we’re going to be looking at we can
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throw in a text block and this is just
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literally a drag and drop here
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and
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we can drag our row up
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and once that’s in there I can drop that
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in there so now I’ve got a new title
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block so the ability to go in now with a
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interface to actually go in and
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manipulate the documents as if you were
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in a Microsoft Word or Google doc that
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gives you the ability here and then
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eventually it gives you some merge here
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so first name last name company last
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name so if we said hey customer first
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name
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comma
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and then we could start our text in here
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so that gives us the ability to go in
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and drag in uh this content as a title
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paragraph or list and as we’re in here I
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haven’t tested this but this would be a
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good test here so if I put in the word
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at that actually starts to populate this
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list and I start to type it out instead
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of having to go into Verge tags it acts
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as a shortcut for the document editor in
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copilot so those are some of the things
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you’d want to be able to do so and plug
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those in
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as we’re diving in off to the content on
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the left once again we’ve covered the
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image all the tough text options the
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next one is here is a button dragging
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this in here and we can go in and drop
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multiple buttons but if this was in an
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email right here we could go in and type
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right over this call now
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and as we go in it is going to make a
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call and we would put our office phone
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number in there our next button could be
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text now
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and uh test but text
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and we can go in and make a
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send an SMS to this message with it with
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a message so the idea is we can go in
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and customize inside copilot all of
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these different buttons and as we go in
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uh if you want to go in and customize it
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to your company color and branding the
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area here can also be updated not only
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the box but the color and some of the
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functionality of the shapes of these as
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well here so a lot a lot of
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functionality in here as you start to do
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this here with the different padding and
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different directions so video here is
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not to go too deep we’ll make some more
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videos on some expert tips for copilot
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and how to actually do that but
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um next one here is we’ve got our social
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and we can drag that in so if we need to
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go in and build our social we can drag
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in another row once again this is a drag
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and drop Builder and we would drag in
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our social and once we click in there it
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allows us to enter the URL of our social
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uh final thing I’m going to leave with
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you here today is once again
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um
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we’re going to go in and drag in another
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area and content menu
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and we can go in and add a new menu item
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here and the text is uh
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test menu item
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and we can have that send an email call
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or SMS or open a web page so if we had
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that in here we could go in and have
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that go into our website
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growth
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.com so these are some of the things
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that you’re going to want to be able to
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do and the target is our current page or
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new page in open or where we want to go
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here so this is some of the high level
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ideas that are in here in copilot love
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the document editor I’ll view something
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very similar in some several different
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crms uh I’m going to be diving in about
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video and some other areas in a further
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video but I want to give you a high
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level overview of the new document
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editor in copilot and getting a lot of
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private messages uh from people working
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with simple growth how would you use
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this how does that work inside copilot
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so feel free to drop your questions
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below or drop me a private message or
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I’m going to continue dropping uh how-to
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videos on the different crms we work
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with Callahan’s corner you ask the
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questions we had some live right here