Getting Started
- Microsoft Outlook 365 Connector
- Invite your Team
- Connect and Manage Mailboxes
- Connecting a Gmail Email Account (Legacy SMTP/IMAP)
- Setup Google Project (Gmail API Connector)
- Connecting Gmail Email Account (Gmail API)
Contacts
Sequences
- Create a Sequence
- Ownership and Access
- Tag and Organize
- Change Logs
- Add an Email Step
- Add and Track Attachments
Reporting and Analytics
Boost AI/ML
Deliverability and compliance
Salesforce Engage
- Connect Salesforce <> Leadfwd
- Invite and Assign Users
- Add Action Steps: Salesforce Task
- Add Leads and Contacts to Sequences
- Plugin Installation
- API Call Usage
Sugar Engage
- SugarCRM Connector Overview
- Module Installation and Connector Setup
- Sync modules and map custom data fields
- Inviting Users and Managing Access
- Navigating Engage inside Sugar Sell
- Add to Sequence | Record view