Using the Tool (Sales)

Getting Started with Outlook

• Installation for Outlook Desktop
• Outlook Sending Preferences

Getting Started with Gmail

• Step 1: Installation for Gmail

Sending

• Track Overall On vs Off
• Step 2: Navigating the sidebar
• Step 3: Sending Your First Tracked Email
• Step 4: 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 password for your account
• 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