How to Create Your First Webinar
This guide will walk you through how to create your first webinar in the CRM.
Pre-Requisites – What You Need Before You Build
Before you jump into building your webinar funnel inside the CRM, it's important to set the foundation. This section outlines the essentials you’ll need to prepare: your registration form, the actual webinar content (whether live or pre-recorded), and the sales pipeline that will track your leads. Getting these elements ready will make the build process smoother, faster, and more strategic.
Item 1: Registration Form. Whether you run a recorded (on-demand) or live webinar, your funnel's first page will always be the registration se ction. The form collects your attendees' information such as their name, email, phone, etc.
You may add more questions to your form as you see fit.
The template funnel is programmed to move to the next page after they fill out the form.
To create a custom form, go to Sites > Forms > Builder. (Read guide).
Item 2: Webinar Video. Your on-demand webinar funnel will ask for you to upload your recorded content. It will be stored in your CRM's Media Storage.
To upload your content in the CRM, go to Media Storage > Upload. (Read guide).
Item 3: Sales Pipeline. Your sales pipeline is the behind-the-scenes engine that helps you organize and track every lead that comes through your webinar. From the moment someone registers to the moment they book a call or enroll in your program, the pipeline gives you visibility into where they are in the journey — and what actions to take next.
Set stages like:
➡️ Registered
➡️Attended (Live/Replay)
➡️Booked a Call
➡️Closed – Won
➡️Closed – Lost
You may automate movement between stages using workflows (e.g. move to "Attended" after email click on replay).
To create your sales pipeline, go to Opportunities > Pipeline. (Read guide).
