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  2. Sales Engagement
  3. Getting Started with Sales Engagement

Getting Started with Sales Engagement

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Articles for getting started with Click Sales Engagement

  • What is Click Sales Engagement?
  • Sales Engagement Installation and Configuration Steps
  • Users
  • Build a Sequence
  • Sequence Steps
  • Add Contact to a Sequence
  • Pause a Sequence or Sequence Instance
  • Cancel a Sequence Instance
  • Activities
  • Sequence Instances
  • Templates
  • Cloning and Assigning a Sequence
  • Sending a one-off email
  • Add an attachment to an email
  • Out of Office Replies
  • Reply from a different address

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  • More Features

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