Getting Started with the Sales 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

• 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

• Creating A Team
• Resetting passwords for you or your team