Getting Started

Key Takeaways: How Local Business Pro Works

The most important concepts about how Local Business Pro works.

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Quick Answer: Contacts are central, offerings drive automation, custom objects provide context, AI extraction saves time, data flows forward, and updates propagate.

Key Takeaways

  1. Contacts are the center - Everything connects through contacts
  2. Offerings drive automation - Configure well and the system follows
  3. Custom objects provide context - Track what you service, not just who
  4. AI extraction saves time - Conversations populate records automatically
  5. Data flows forward - Information entered once carries through
  6. Updates propagate - Change once, flows to new records everywhere

Frequently Asked Questions

Q: Where should I start?
A: Configure offerings well first - they power everything else.