Funnel Breezy Knowledge Base

Funnel Breezy Knowledge Base

CRM (Contact Management)

How do I manually add a contact to an offer?

Learn how to manually add a contact to any offer without them needing to sign up for it or purchase through a checkout page.

Updated 2 days ago

Manually grant offer access to a contact

Learn how to manually grant offer access to any of your contacts.  this is helpful if you want to give someone access to a course without them having to go in a purchase the course through a checkout page.

How to Manually Add a Contact to an Offer: A Step-by-Step Guide

  1. Log in to your Funnel Breezy account.

  2. Click on the contact that you'd like to add to an offer.

  3. Scroll down the left-hand side of the contact's profile and select "Offers". 

  4. Choose the specific offer you want the contact to have access to.

 

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