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Getting Started
Welcome
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Contacts
Overview
How to Create a Contact
How to Bulk Upload Contacts
How to Filter Contacts
How to Run Bulk Actions
Troubleshooting
Pipelines
Overview
How to Search Deals
How to Edit Pipeline Stages
How to Add Notes to Deal Cards
How to Filter Pipelines
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How to Hide/View Stages
How to Run Bulk Actions
Conversations
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How to Toggle Information Panel
How to Call a Contact
How to Mark As Unread
How to Assign a Contact
How to Toggle Auto Pilot On/Off
How to Generate an AI Response
How to Edit Data Sections
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Agent Playground
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Editing Agents
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CSV Import Guide
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How to Edit Pipeline Stages
This guide will walk you through the process of editing and managing pipeline stages.
