User Guide

Creating Your User Profile

Setting Up the Authenticator

Setting Up the Outlook Integration

Setting Up Your Email Signature

Sales Flow - New Logo

Sales Flow - Existing Customer or Known Project

Logging Activity

Adding Leads/Contacts to Campaigns

Mass Adding Leads/Contacts to Campaigns

ZoomInfo Integration - Lead Level

ZoomInfo Integration - Account & Contact Level

List Views

Adding Account Team Members

Default Account Team