Getting Started

• What is Click Sales Engagement?
• Sales Engagement Installation and Configuration Steps
• Users
• Build a Sequence
• Sequence Steps
• Add Contact to a Sequence

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Handoffs

• Handoffs
• Handoff to Marketing
• Handoff to Sales
• Activity History

Take a deeper look

• Personalization
• Sequence Settings
• Analyzing Sequences
• Dashboards

Other

• Uninstalling Sales Engagement from Dynamics