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Getting Started with the Sales Tool
Getting Started with the Sales Tool
Click through for articles related to getting started with the tool.
Getting Started with Outlook
Quick Start Guide for Outlook Desktop
Installation for Outlook Desktop
Outlook Sending Preferences
Getting Started with Gmail
Quick Start Guide for Gmail
Gmail Sending Preferences
Sending
Track Overall On vs Off
Navigating the sidebar
Sending Your First Tracked Email
Send a Mail Merge (Mass Distribution Email)
Format a .csv for Mail Merge
Tracking
Downloading Reports
Track Attachments
Checking IP of Recipients
Navigating the Dashboard
Mail Merge Stats
What do the different colors in the sidebar mean?
Administration
Changing Your Password
Update the Sales Tool
How to format a .CSV file for Mail Merges
Teams Management
View Team Stats
Creating A Team
Resetting passwords for you or your team