1. Navigating The Updated CRM Menu
2. Click the "Contacts" tab to open your CRM and Email section
3. Select multiple contacts using the checkboxes to prepare a bulk action
4. Click the "More" button to open extra contact management options
5. Choose "Send Email" to compose a message to selected contacts
6. Click "Cancel" to close the confirm recipient list dialog
7. Reopen the "More" dropdown to access other bulk action choices
8. Click "Add Tags" to assign labels to the selected contacts
9. Click "Cancel" to exit the Add Tags dialog without saving
10. Click the top checkbox to select all contacts in this list view
11. Click the "Monday Morning Email List" smart list to open it
12. Click "more" to reveal additional smart list settings
13. Click "Manage Smart Lists" to organize or edit your lists
14. Click "Bulk Actions" to view your Action History and past actions
15. Click "Conversations" to open the Communications Inbox
16. Browse the conversations panel and toggle between different views
17. Click the "Contact Details" button to see customer information
18. Click "Contacts" and choose an individual contact to view details
19. Select a single contact row to open its contact card with details
20. Click the "+" next to "tags" to add, remove, or view tags
21. Check or uncheck tags to add or remove them from the contact
22. Click the "Marketing" section to open GBP Automated Posts features
23. Open the social media planner to view Google Business Profile posts
24. Click "Email Marketing" in the top menu to explore updated tools
25. Visit the Campaigns area to send bulk email campaigns and monitor performance
26. Choose to view stats, create a campaign, or edit templates
27. Click the "Templates" tab to access pre-designed email templates
28. Switch to "Campaigns" to view sent emails or start a new one
29. Click the three dots beside a campaign to edit or view options
30. Click "Sites" in the sidebar to manage your website settings and pages
31. Open a site entry to view its pages and website details
32. Click the Forms dropdown to access form builder and management tools
33. Open the Calendar tab to review scheduling options
34. Select Calendar Settings to edit and add calendars
35. Review your current calendars listed in Calendar Settings
36. Click Go Back to return to the previous page
37. Open Reputation (formerly GBP Reviews) to manage reviews
38. Click the Settings tab in Reputation to adjust review settings
39. Select Requests to view and manage incoming review requests
40. Open Automation (previously Email Templates) to access email automations
41. Browse your existing email automation templates
42. Click the settings icon bottom-left to open business and profile settings
43. Update your business profile details as needed
44. Select My Profile to manage your personal account settings
45. Video Step
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46. Click Go Back to return to the previous screen
47. Open Course & Members Area to manage members and courses
