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Getting Started
Welcome
First Login
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
How to Add Fields to Deal Cards
How to Hide/View Stages
How to Run Bulk Actions
Conversations
Overview
How to Use Templates
How to Use Scripts
How to Send Attachments
How to Filter Conversations
How to Search Conversations
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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How to Set a Task Reminder
Dashboard
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Agents
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Getting Started
Agent Playground
Agent Prompts
Auto Pilot Mode
Editing Agents
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Automations
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Getting Started
Creating Automations
Event Logic
Core Automations
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Bulk SMS
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Getting Started
CSV Import Guide
Creating Campaigns
List Generator
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Marketplace
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How to Import Automations
How to Import SMS Templates
How to Import Campaign Templates
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How to Search Deals
This guide will walk you through the process of searching for specific deals in your pipeline.
