Sequences
What does the "Enroll in Sequence" step do?
It hands the contact to another sequence when they reach that point. You pick the target sequence and choose what happens if...
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What does the Enrollments tab show?
A table of everyone enrolled with a Status filter (In progress, Paused, Finished, Unenrolled, Delay), engagement filters for Opened / Not opened...
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What does the sequence Performance tab show?
Per-sequence engagement and a Step performance table with Sent, Opens, Open %, Clicks and an A/B column per step, plus an Insights...
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Contacts
What does the "Exclude from calls" (Calls Blocked) toggle do?
Each contact has a calls-blocked flag, shown as "Exclude from calls" on the contact form and as a toggle in the Calls...
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What extra options does the contact import screen offer?
Below the mapping table you can set a row limit, tick "Add to group lists" so every imported contact joins the lists...
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What fields does a contact record hold?
Name, Last Name, Email, Phone, Company, Website, Job title, Instagram handle, Address, City, State, Zip, Country, Timezone, Lead Status, Interest Level, Industry...
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Team (Employees, Roles, Departments, Shifts, Tasks)
Billing & Plans
Workflows
Phone Calls
Reports
What does the Employee Report show?
Go to Reports > Employee Report for a Period picker and a card per employee. Opening one shows Activity, Outcomes, Call Efficiency...
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What does the Sequence Report show?
Four totals at the top (Active Enrollments, Emails Sent, Opened, Clicked) and a per-sequence table with Enrolled, Active, Completed, Unenrolled, Sent, Open...
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Files
Integrations
Super Admin
Scraper (Lead Finder)
Customer Portal
What feedback rules can I set?
On the Portal Settings > Feedback tab: Require email on submission, allow Downvote, show Priority, Notify upvoters on status change, allow Comment...
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What feedback statuses exist?
Open, Under Review, Planned, In Progress, Done and Closed. The roadmap columns map to Planned, In Progress and Done, so moving a...
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