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Getting Started

My Account System Settings

Core Features

Inbox Calendar Contacts Pipelines Flows Sites Payments Phone AI Employee

How-to's

Basics

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Getting Started

My Account

Learn how to navigate your account, we'll cover topics on profile settings, billing, general settings, security, and service usage.

System Settings

Learn how to integrate SalesLeadPro with third party apps, add/edit user roles, access keys, and preferences.

Core Features

Inbox

A unified inbox with all your customer communications in one simple timeline

Calendar

View multiple calendars at once and configure appointments

Contacts

Import or create contacts and filter views as well as access forms.

Pipelines

Organize task and sales processes using Kanban boards for maximum efficiency.

Flows

Automate workflows using event triggers to start a process.

Sites

Design amazing websites and add interactive forms to collect leads, payment, and more

Payments

Manage your order, invoices, products and coupons all in one place.

Phone

Enable VOIP phone numbers to use web phone and voicemail settings using IVR menus

AI Employee

Virtual AI Employee who does outreach to customers through completing task assigned to itself

How-to's

Basics

Basic software functions

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Getting Started

My AccountSettings

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