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  2. 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
  • 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
  • Sending a Mail Merge (Mass Distribution Email)
  • Formatting A CSV File

Tracking

  • Downloading Reports
  • Track Attachments
  • Navigating the Dashboard
  • Mail Merge Stats

Administration

  • Forgot/Changing Your Password
  • How to update the Sales Tool

Teams Management

  • View Team Stats
  • Creating a Team

PRODUCTS

  • Internal Communications
  • Outlook Design Service
  • Sales Tool

QUICK LINKS

  • Internal Comms Video Academy
  • Internal Comms Getting Started
  • Sales Tool Video Academy
  • Sales Tool Getting Started

COMPANY

  • Home Page
  • Contact Us
  • Terms of Service
  • Privacy
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