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  1. Leadfwd
  2. Sales Engagement

Sales Engagement

Getting Started

  • Microsoft Outlook 365 Connector
  • Connect and Manage Mailboxes
  • Connecting a Gmail Email Account (Legacy SMTP/IMAP)
  • Setup Google Project (Gmail API Connector)
  • Connecting Gmail Email Account (Gmail API)
  • Settings

Sequences

  • Create a Sequence
  • Add an Email Step
  • Tag and Organize
  • Reply Detection
  • Ownership and Access
  • Change Logs
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Email Outreach

  • Add and Track Attachments

Contacts

  • Importing Contacts
  • 360° Insights

Reporting and Analytics

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

AI Productivity

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

Ringless Voicemail (RVM)

  • 🗣️ Ringless Voicemail 101
  • 🎙️ Scripting and Recording a Voicemail
  • ⚙️ Add Voicemail Drops to Sequences
  • ⚙️ Add Ringless Voicemail (RVM) to Automation

Deliverability and compliance

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

Suite Engage

  • SuiteCRM Connector & Module Install
  • Invite & Assign Users

FAQ

  • How do I end a sequence for a contact?
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