Communication & Engagement
- Gmail & Outlook Sync Email Integration Guide
- Sending Emails
- Email Scheduling
- Send Mass Emails And SMS Messages (v2)
- Email Validation
- Adding Notes For Leads & Merchants
- Viewing The Most Recent User Notes
- Pinning A Note
- Filtering Notes
- Editing Lead Notes
- Adding Images To Lead Notes
- Lead Attachments
- Previewing PDF & Image Files
- Tracking Site Visitors