Engage

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)

See all 8 articles

Contacts

• Importing Contacts
• 360° Insights

Sequences

• Create a Sequence
• Ownership and Access
• Tag and Organize
• Change Logs
• Add an Email Step
• Add and Track Attachments

See all 16 articles

Reporting and Analytics

• Sequence Analytics
• Sequence Enrolled view
• Sequence Working view
• Sequence Manager

Boost AI/ML

• Out of Office (OOO) Detection
• Sales Inbox
• Reply Sentiment and Interest

Deliverability and compliance

• GDPR compliance
• Opt-out management
• How we send email with human-like delivery.

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

See all 8 articles

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

See all 12 articles

Suite Engage

• SuiteCRM Connector & Module Install
• Invite & Assign Users

FAQ

• How do I end a sequence for a contact?