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CRM Sales & Automation
Help articles & knowledge base
Adding, importing, and managing your contacts.
Types of campaigns, options, and usages.
Email design options, templates, and content options.
Triggers, automated series, and automation options.
Deals / CRM
Setup pipelines, stages, tasks. Automated sales process.
How to manage contacts with lists, fields, tags, and segments.
Create forms, setup our apps, social integration, and API options.
Types of reporting and how to explore your contacts and campaigns.
General settings, managing users, customizing the branding.
How to view invoices, change plans, and manage your account.
Common pitfalls, best practices, and how to improve delivery.