WALKTHROUGH / 01
Dashboard
The central operations view surfacing pipeline value, activity, and performance at a glance.
[ CASE STUDY 03 ]
ZENSI Build Resources
Implementation videos, system walkthroughs, and administrative guides used to build and manage the ZENSI Transportation & Ride Services platform.
- BUILT WITH GOHIGHLEVEL
- DESIGNED & DEVELOPED BY ENGAGE360
[ SECTION 01 ]
System Walkthroughs
Explore the primary operational systems used to manage bookings, customer communication, CRM workflows, and transportation operations.
WALKTHROUGH / 02
Pipelines
How booking and sales stages are structured to track every ride request through to completion.
WALKTHROUGH / 03
Opportunities
Creating and moving opportunities so no booking or customer request is left unmanaged.
WALKTHROUGH / 04
Email Templates
The branded template library powering consistent customer communication across the account.
WALKTHROUGH / 05
Automations & Adding an Email Template
Wiring a template into an automated workflow so follow-up happens without manual effort.
[ SECTION 02 ]
Account Management
Administrative setup and maintenance tasks used to configure and manage the ZENSI account.
ADMIN / 01
Update Company Information
Editing business details that populate templates, invoices, and customer-facing messaging.
ADMIN / 02
Add Staff in the Account
Adding team members and assigning the right level of access inside the platform.
ADMIN / 03
Add Custom Values
Defining reusable account variables so content stays consistent everywhere it appears.
ADMIN / 04
Update Privacy Policy & Terms of Service
Maintaining the legal pages tied to forms, funnels, and customer sign-ups.
ADMIN / 05
Add or Upload Contacts
Manually adding contacts and bulk-importing customer lists into the CRM.
[ CONTINUE EXPLORING ]
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