# Aug 18th, 2023

<details>

<summary>Embed Gitbook Guideline to CRM</summary>

We already embed the guideline to use CRM, you can click `CRM Guideline` button and guideline page will appear in new tab.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FqumY8GOtmUNg0XlvWKG0%2FScreenshot%202023-08-16%20at%2017.59.18.png?alt=media\&token=0eb2f031-123a-47e6-a771-7a419e6edce0)     ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fdj6oakFWcxClrx2k4xDK%2FScreenshot%202023-08-16%20at%2017.59.47.png?alt=media\&token=14159c69-e82a-469a-896f-e3a28785d60a)

</details>

<details>

<summary>Setup Thank You page in CMS</summary>

To create customized thank you page, you can go to the admin page and go to `Home` -> `Description`

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FwXznGmXKz2na93RPOzUl%2FScreenshot%202023-08-16%20at%2018.10.36.png?alt=media\&token=7fc964b3-8ecb-4e8a-b9d1-065af7d0005d)

Click `Tambah Description Baru` the fill out the description. There are 4 types of thank you page type you can choose from :&#x20;

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FTgf6HqWNdeG1x9FXvqVL%2FScreenshot%202023-08-16%20at%2018.31.54.png?alt=media\&token=cb91e7db-c984-4423-a3f3-e561ebe1d007)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FREUk9eulnSiu5SeKVLLz%2FScreenshot%202023-08-16%20at%2018.10.52.png?alt=media\&token=5257a18a-93c9-46ad-a00b-1e7a18a549d4)   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FsL89UDMkuTx6jMUNZWeA%2FScreenshot%202023-08-16%20at%2018.13.08.png?alt=media\&token=00455d45-71c8-48a6-8fce-7ddb65878905)

Click `Create Description` to save any changes.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FHKgu7Un2WOGUBmaY1Cg0%2FScreenshot%202023-08-16%20at%2018.35.31.png?alt=media\&token=65ba8438-6c68-4949-b364-ac8adeb142d8)

To add the image in thank you page, you can go to the admin page and go to `Galleries`. Click `Tambah Galeri Baru` and choose where this image will appear. You can choose from 4 categories :&#x20;

* typ\_campaign -> the image will appear in thank you page after client register in campaign page
* typ\_sales -> the image will appear in thank you page after client register in landing page sales
* typ\_ebook -> the image will appear in thank you page after client register in e-book page
* typ\_web -> the image will appear in thank you page after client register in Valbury web page

Click `Create Gallery` to save any changes.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fkd47PkfWbXjjdjd9M1pi%2FScreenshot%202023-08-16%20at%2018.14.18.png?alt=media\&token=5dc9b61b-466a-49b6-9278-1a2690cd603d)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FUVLDFwfDk2D3batzlhoe%2FScreenshot%202023-08-16%20at%2018.14.30.png?alt=media\&token=0785bd25-9d05-4f4f-b17f-2e420c0a51e2)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FxtOTXDMYDt3R3NCh7yAp%2FScreenshot%202023-08-16%20at%2018.16.28.png?alt=media\&token=f56fcb2d-0567-415a-bbd5-414f89e82157)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FXRSCY1MSTRGxkB1TCrJW%2FScreenshot%202023-08-16%20at%2018.16.47.png?alt=media\&token=f739e848-88c2-4c3d-ae64-148764fe1f81)

</details>

<details>

<summary>Show device type in Leads</summary>

In Lead list, now you can see the device type of each leads

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYEhCgAbnNPLgr1urOKmi%2FScreenshot%202023-08-16%20at%2018.43.53.png?alt=media\&token=e35068b4-4587-45e6-98ac-f3608dca746e)

</details>

<details>

<summary>Add eligibility reason when decline Ajak Teman</summary>

When you change the Ajak Teman status user in CRM to `not eligible` you have to add the reason. Click `Set as not eligible` and pop-up not eligible reason will appear. Fill out the reason and click `Save` to update the reason.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FjRDmk6PEEzRqgOzdjeUF%2FScreenshot%202023-08-16%20at%2018.46.54.png?alt=media\&token=5461bfab-d49c-4f72-b330-0ad65200f3df)   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FQ8PfW6hOT7JO3k7tHobp%2FScreenshot%202023-08-16%20at%2018.47.13.png?alt=media\&token=c84e67c9-74cd-4969-a195-b3dbec952d2a)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FyO2OLS0Jnkvx3tlYCEaQ%2FScreenshot%202023-08-16%20at%2018.48.00.png?alt=media\&token=f296cee3-e098-43f4-ac4d-516b244fc15a)

</details>

<details>

<summary>Preview Webinar</summary>

You can view the webinar that you already created before the campaign is open. You can go to the detail page of each campaign and click `Preview` button.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYGcoWcSiVAo9DN8GUe1F%2FScreenshot%202023-08-16%20at%2018.53.56.png?alt=media\&token=a4faed0c-c278-433f-ab10-2c66f74eb906)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F2iqmP0bNc4BWSzF99Ymt%2FScreenshot%202023-08-16%20at%2018.54.11.png?alt=media\&token=aed58a90-4079-4bb1-9693-becbd34aaf84)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fcfgpnojtk9lqg20EBfY7%2FScreenshot%202023-08-16%20at%2018.51.11.png?alt=media\&token=feb6240a-415b-4113-8a63-62aee6f96069)

If you want to preview the webinar when editing, you can click the `Preview` button then you can see the preview the webinar page.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYGcoWcSiVAo9DN8GUe1F%2FScreenshot%202023-08-16%20at%2018.53.56.png?alt=media\&token=a4faed0c-c278-433f-ab10-2c66f74eb906)     ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Faj4xicfxcqxfl5C74wUn%2FScreenshot%202023-08-16%20at%2018.50.54.png?alt=media\&token=af3dbc7b-8ea7-404e-8a0a-1b2de2e748cb)

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fcfgpnojtk9lqg20EBfY7%2FScreenshot%202023-08-16%20at%2018.51.11.png?alt=media\&token=feb6240a-415b-4113-8a63-62aee6f96069)

</details>

<details>

<summary>Sort Payment in Ajak Teman</summary>

You can sort the payment date in Ajak Teman list by ascending or descending order. You can click the sorting icon in Payment Date and it will sort out from ascending first, to sort from descending order you need to click the icon again.

![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FeIK5fYwlQmccs8rIUd7j%2FScreenshot%202023-08-16%20at%2018.49.09.png?alt=media\&token=868c0ef8-01f5-43f8-9605-d7b290cfb970)   ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fku4HKzyxVNlTxblF3oUJ%2FScreenshot%202023-08-16%20at%2018.49.24.png?alt=media\&token=2d20bb2d-394e-460e-b810-dccb071e45c3)    ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FpkVrC2gWZ3ouYfKEBkmN%2FScreenshot%202023-08-16%20at%2018.49.40.png?alt=media\&token=57aff1dd-2072-4df4-9d7a-861fe3bada1f)

</details>
