Practical knowledge for Swiss SMEs
: Guides
Guides for : step by step to the functions, with menu location, steps and limits. For your everyday work in .
Start & overview
8 guides
Setup & customisation
8 guides
Contacts & leads
12 guides
Deals & cases
11 guides
Marketing & outreach
14 guides
- Sign up again after unsubscribing
- Outreach waves
- Distribution lists and senders
- Send a serial letter to a mailing list
- Sending domains
- Delivery rules
- Security confirmation and webhook address
- Terms: domain and sender for the newsletter
- Campaigns
- Social
- Multichannel version from one source
- Sales: imports, contacts and analysis
- Connecting Facebook and Instagram
- Content test without a sender and privacy link
Reports & data
7 guides
AI assistant
23 guides
- Handle everyday Sales tasks in conversation
- Manage contacts in conversation
- Manage sales cases in conversation
- Sales processes and leads in conversation
- Edit deals and activities in conversation
- Leads and deal offers in conversation
- Manage contacts in conversation
- Contact blocks, tags and research in conversation
- Company knowledge
- AI queue
- Local collector
- Configure newsletter registration in the AI conversation
- Configure scoring and assignment with AI
- Edit campaigns, mailing lists and waves through AI
- Mailbox access, prequalification and connections through AI
- Manage marketing and reporting with AI
- Manage sales data and text imports with AI
- Manage senders and sending domains through AI
- Sales settings with AI: Save inactivity rules
- Sales settings with AI: Save pipeline
- Sales settings with AI: Save reply template
- Sales settings with AI: Save Sales page
- Views, activities and collaboration with AI
The next step starts with a conversation.