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  1. Leadfwd
  2. Engage

Engage

AI/ML Sales Engagement Platform

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?
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