Getting Started with the Sales 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