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All Collections Sales Module
Sales Module
Help Articles for Sales Module
35 articles in this collection
Written by Bob Smith
Difference between Smart and Static list
Difference between Smart and Static list
Written by Bob Smith
Updated over month ago
How to authenticate your domain by adding DKIM/SPF
Authenticating your domain by adding DKIM / SPF records.
Written by Bob Smith
Updated over month ago
How to create custom fields
Creating Custom Fields
Written by Bob Smith
Updated over month ago
How to create lists
Creating Static & Smart Lists
Written by Bob Smith
Updated over month ago
How to add products
Adding Products
Written by Bob Smith
Updated over month ago
How to create or import companies
Creating and Importing Companies
Written by Bob Smith
Updated over month ago
Difference between automation and workflows
Difference between automation and workflows
Written by Bob Smith
Updated over month ago
How to add deals
Adding Deals
Written by Bob Smith
Updated over month ago
How can I find my calendar URL
Finding the calendar URL and editing it
Written by Bob Smith
Updated over month ago
How to change the view on task and deals
Changing view of Tasks and Deals from Table View to Grid View and vice versa
Written by Bob Smith
Updated over month ago
How to create custom deal tracks
Creating Custom Deal Tracks
Written by Bob Smith
Updated over month ago
How to filter contacts
Filtering contacts using various conditions
Written by Bob Smith
Updated over month ago
How to configure the calendar
Configuring calendar
Written by Bob Smith
Updated over month ago
How do I customize the calendar URL and the calendar page
Customizing the calender URL and the calendar page
Written by Bob Smith
Updated over month ago
How to integrate Google/Outlook/Office 365 calendars
Integrate Google/Outlook/Office 365 calendars for sync
Written by Bob Smith
Updated over month ago
How to create tasks
Creating Tasks
Written by Bob Smith
Updated over month ago
How to create Proposals
Creating Proposals and sharing them in emails
Written by Bob Smith
Updated over month ago
How to set up 2-way sync with your email account
Setting up 2-way sync with your email account
Written by Bob Smith
Updated over month ago
How do I integrate my Zoom account
Integrating Zoom to automatically share meeting URL's in the appointment confirmation emails.
Written by Bob Smith
Updated over month ago
How do I generate reports
Generate Custom Reports
Written by Bob Smith
Updated over month ago
How do you create automation on sales
Creating Automation on Sales
Written by Bob Smith
Updated over month ago
How to create task types and statuses
Creating Task types and Statuses.
Written by Bob Smith
Updated over month ago
Where can I customize the confirmation email
Customizing the Appointment Confirmation email
Written by Bob Smith
Updated over month ago
How to create or import contacts
Creating & Importing contacts
Written by Bob Smith
Updated over month ago
How can I create slots
Creating Calendar Slots
Written by Bob Smith
Updated over month ago
How to send reminder emails for appointments
Sending email reminders for appointments
Written by Bob Smith
Updated over month ago
How to perform bulk actions
Performing bulk actions
Written by Bob Smith
Updated over month ago
How do you create workflows
Creating Workflows
Written by Bob Smith
Updated over month ago
How to filter deals
Filtering Deals
Written by Bob Smith
Updated over month ago
How to create a sequence on the sales module
Creating sequence on the sales module
Written by Bob Smith
Updated over month ago
How do I access deleted contacts and others
Accessing deleted contacts, deals, templates, and others.
Written by Bob Smith
Updated over month ago
How to upload my files that can be attached to emails
Uploading files in file repository that can be used as an attachment in emails, landing pages, email templates.
Written by Bob Smith
Updated over month ago
How to set up telephony integration
Enable telephony integration for making calls.
Written by Bob Smith
Updated over month ago
What is Lead Score
About Lead Score
Written by Bob Smith
Updated over month ago
How to delete the account
Steps to Deleting Account
Written by Bob Smith
Updated over month ago

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