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- Getting startedSet up your workspace, import leads and invite your team.4 articles
- Leads and pipelineTrack every lead, move deals through stages and never miss a follow-up.7 articles
- Inbox and messagingTexts, emails and notes in one thread per lead.4 articles
- CallingCall from the app, log outcomes and handle missed calls.2 articles
- Automations and campaignsLet follow-ups run themselves.2 articles
- Forms and bookingCapture leads and let them book time with you.2 articles
- Client requestsHandle your clients' requests after the sale.1 article
- Dashboard and reportsGoals, numbers and what your team is doing.1 article
- Team and permissionsRoles, teams and who can see what.2 articles
- Account and billingPlans, seats, invoices and your account.2 articles
Popular articles
- Account and billingPlans, seats and billingWhat each plan includes, how seats are counted, and how to change your plan.
- Inbox and messagingReply to texts and emails from one inboxEvery text and email with a lead lives in one thread. Reply, schedule, snooze and hand off without leaving the page.
- Team and permissionsWho changed what: the audit logA plain-words history of who changed what: plan, people and roles, sign-in security, leads, tasks, campaigns and automations, settings and more.
- Leads and pipelineAdd and organize leadsAdd leads by hand or let them come in on their own, then find the right ones with views, filters and saved views.
- Automations and campaignsAutomate your first follow-upUse a recipe or build your own rule: when something happens, send a text, create a task, assign an owner and more.
- CallingCall leads from the appPlace calls from any lead, take notes while you talk and log how it went in a few clicks. Try it all in practice mode first.