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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
  • 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

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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