Difference between Smart and Static list
Difference between Smart and Static list
How to create custom fields
Creating Custom Fields
How to create lists
Creating Static & Smart Lists
How to create or import companies
Creating and Importing Companies
Difference between automation and workflows
Difference between automation and workflows
How to change the view on task and deals
Changing view of Tasks and Deals from Table View to Grid View and vice versa
How to create custom deal tracks
Creating Custom Deal Tracks
How to filter contacts
Filtering contacts using various conditions
How to configure the calendar
Configuring calendar
How do I customize the calendar URL and the calendar page
Customizing the calender URL and the calendar page
How to create task types and statuses
Creating Task types and Statuses.
How to create Proposals
Creating Proposals and sharing them in emails
How to set up 2-way sync with your email account
Setting up 2-way sync with your email account
How do I generate reports
Generate Custom Reports
How do you create automation on sales
Creating Automation on Sales
Where can I customize the confirmation email
Customizing the Appointment Confirmation email
How to create or import contacts
Creating & Importing contacts
How to send reminder emails for appointments
Sending email reminders for appointments
How to perform bulk actions
Performing bulk actions
How do you create workflows
Creating Workflows
How to create a sequence on the sales module
Creating sequence on the sales module
How do I access deleted contacts and others
Accessing deleted contacts, deals, templates, and others.
How to upload my files that can be attached to emails
Uploading files in file repository that can be used as an attachment in emails, landing pages, email templates.
How to search for contacts
Searching contacts
How to save filters
Steps to create a filter and save.
How do I use the saved filters
Steps to use saved filters.
How do I customize the columns I want to see on the contacts list
Steps to customize the columns you want to see and change their positions.
What type of Bulk Actions can I perform, and how
Performing bulk action on a set of selected contacts.
How many types of custom fields can I create and use
Creating custom fields to capture data and the type of custom fields EngageBay supports
How do I duplicate a contact
Duplicating a contact
How do I edit a contact
Editing/updating a contact
How do I choose the fields I want to see on the contact form
Selecting fields to show on the contact form.
How do I customize the columns I can see on Deals
Customizing columns on Deals
What kind of bulk actions can I perform on Deals
Bulk actions on Deals
What kind of automation can I execute on the sales module
Executing Automation on Sales Module
What are the different triggers and how does each of them work
Different triggers and the way each of them work.
What are the different actions and conditions under the CRM & Sales tab of the automation builder
Different Actions & Conditions under CRM & Sales tab of the automation
Explain what each of these actions and conditions does
Description about Actions and Conditions
How do I see users activities on the system
Check users activities on the system
What kind of custom reports can we generate
Generating custom reports
How do we access the reports
Access Reports
Creating Appointment Links
creating appointment links for each user or groups
How to setup Call Scripts
Add call scripts based on specific criteria to use while calling clients.