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Everything you want to know, and need to know to use your account successfully.

  • Meet the Dashboard
  • Build Your Signature
  • Managing Your Tags And Audiences
  • Using Custom Fields and Custom Forms
  • How to Import Contacts from Other Platforms
  • Prepare Your Spreadsheet For Upload
  • Bulk Upload Your Contacts
  • Easily Sort Your Contacts
  • Search Contacts
  • Send Email By Audience
  • Send Email Templates
  • Write Your Own Email
  • Self Send Text Messaging
  • Record and Send Voicemail Drops
  • Send Social Media Content
  • Send Handwritten Cards
  • Send Artisan Gifts
  • Create & Send a Campaign
  • What Are Playbooks?
  • What’s the Activity Hot Sheet?
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Categories

  • Getting Started
  • Product Support
  • Learning Center
  • Your Profile & Preferences
  • Connect Tools & Automate Tasks
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