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Find step-by-step guides, troubleshooting tips, and feature explainers to get the most out of our platform.
Funnel Management
Requesting a Refund or Credit for a Test Lead Charged as a Real Lead
How to request a refund or credit if a test lead was accidentally billed as a real lead in Roth Blueprint.
Will I be charged for appointments I manually add to my calendar?
Explains whether manually adding appointments to your calendar results in charges.
Webhook Management
Technical Guidance on using Roth Blueprint Webhooks for fully automated funnel management. Work in progress.