Get Started

Sales Checklist

  1. Create your account
  2. Sync your email
  3. Set up follow up schedules
  4. Interact with leads

Understanding Your New Software Solution

Adding a Contact
Your Database
Inventory Management
Follow Ups
Sync Your Email
Sales Reports
Creating a New Contact
To learn more about Creating a New Contact, read the corresponding knowledge base article below:
Knowledge Base - Creating a New Contact
Your Database
To learn more about Managing Your Database, read the corresponding knowledge base article below:
Knowledge Base - Your Database
Inventory Management
To learn more about Inventory, read the corresponding knowledge base article below:
Knowledge Base - Inventory Overview
Follow-Up Schedules
To learn more about Follow-Up Schedules, read the corresponding knowledge base article below:
Knowledge Base - Follow-Up Schedules
Email Sync Overview
To learn more about Email Sync, read the corresponding knowledge base article below:
Knowledge Base - Email Sync Overview
Analytics Overview
To learn more about Analytics, read the corresponding knowledge base article below:
Knowledge Base - Analytics

Looking to learn more?

Webinar: Why Lead Management Matters
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Webinar: Forms That Work
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