AMPD
Getting Started

How to utilize the training portal

Ampd Works CRM and LOS is built on HighLevel (also known as Go High Level or GHL). While nearly every native HighLevel feature is available to you, much of the system is custom built, and a large part of the LOS uses our own proprietary external software integrations — separate from HighLevel, though connected.

What this means for you: you can reference most, if not all, of HighLevel's own tutorials to learn how a feature works or how to build something new. However, the pipelines, stages, automations, campaigns, and LOS workflows are customized for Ampd Works.

The training resources below cover contact management and communications. Some tutorials are our own because of the customizations we've made; others come directly from HighLevel. You can also access the full HighLevel solutions library for any other feature.

NOTE — The only feature likely unavailable to you is the ability to modify workflows. Workflows are where campaigns are created, and they also control nearly every other automation in the system. We've kept this locked on most subscriptions to prevent accidental changes that could damage overall functionality. Advanced users who want this unlocked can upgrade through the billing section of their CRM account.

Setup

Make sure your CRM phone number doesn't show as spam!

If you want to maximize your connection rate, register your phone number with the carriers that control how it appears on caller IDs. It's quick, but only you can do it — we can't complete this step for you.

Phone Registration Instructions

Follow the steps in this guide to register your number and improve your caller ID reputation.

Training Library

CRM & LOS Training

Self-paced videos and resources to help you get the most out of the Ampd Works CRM and LOS. Click a card to watch or open.
Critical

Keep Your Automations Running — Critical CRM Skill

Ampd Works CRM automations pause when a lead replies by email or text. You should manually unpause them if:

  • The reply was neutral
  • You need more information to proceed with the lead

When a lead replies, a tag called paused-replied is applied. When it is removed, the campaign resumes. See below. If you ever need to manually pause a lead, just add that tag back by typing in the Tag Box and selecting it.

Contact view — Tags

paused-repliedType to add a tag…

Click the X on the paused-replied tag to remove it — this resumes the lead's automations. To pause again, type paused-replied into the Tag Box and select it.

Important
Useful
Support

What your support includes.

During your first 60-days after initiating the subscription, you receive direct support and modifications for any feature that pertains to Contact Management and/or Contact Communications.

After your initial 60-days, you still have access to our recurring live Zoom assistance calls and support by email only unless you upgrade your service package.

During the first 60-days of support, you can book 1-on-1 Zoom calls and we'll modify and adapt settings in the system and assist with importing leads and structuring contact placement or campaign activations.

Support covers contact management and communications only. Projects outside that scope — such as funnel building, AI agents, or social media management — aren't included. We can still help with most native HighLevel features, but that work is billed separately. If you have a request like that, just email us.

If you need additional white-glove support beyond the initial 60-days, there's an option below to obtain it.

Join our weekly Zoom training & support calls

Thursday's 1-2p EST (10-11a PST)

Have a question or support need?

Email us any time at vip@dovetailmktg.com

Hours of operation

  • Mon-Thur 10a-7p EST
  • Fridays 10a-6p EST
  • Weekends: Closed
Support

Want 1-on-1 Zoom Support Past Your First 60 Days?

During your first 60 days we provide extra support and customization options beyond just technical support. If you like that extra hand-holding and light customization of the CRM, you can subscribe to this service monthly.

Continue Your White-Glove Support

Keep the same personalized Zoom help and CRM tune-ups after your onboarding period ends. Cancel anytime.

Subscribe Monthly