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Getting Started

Getting Started

Click through for articles related to the Professional Subscription for our Sales Tool.

Getting Started with Outlook

Outlook Sending Preferences
Step 1: Installation for Gmail
Step 1: Installation for Outlook Desktop

Sending

Format a .csv for Mail Merge
Mail Merge vs Normal Email Tracking
Step 2: Navigating the sidebar
Step 3: Sending Your First Tracked Email
Step 4: Send a Mail Merge (Mass Distribution Email)
What do the different colors in the sidebar mean?

Tracking

Track Attachments
Checking IP of Recipients
Navigating the Dashboard
Mail Merge Stats
Where do I see details of the open information?

Administration

Changing password for your account
Update the Sales Tool
How to format a .CSV file for Mail Merges

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