A helpful resource providing answers to common questions and links to our most popular dedicated FAQs
We will continue to iterate this FAQ with updates, new questions, and new guidance. If you have any additional questions about these or any other topics, please don't hesitate to reach out via in-site chat or emailing email@example.com.
- Email Troubleshooting FAQ
- Macros & Automation FAQ
- How do I modify a Project Name?
- What do these Project Roles mean?
- How do I access Email Logs in my Project?
- What are Notices and when do I use them?
- Onboarding Frequently Asked Questions
- What is Onboarding and how do I use it?
- What are Sources?
- What's the fastest way to invite users?
- What does "User exists in this source already" mean?
- How do I send a follow up email to users in my Opportunity Pool?
- General Access Troubleshooting FAQ
- How do I use Filters and Views to see data?
- How do I email certain Users?
- How do I create a Survey?
- How do I notify my Users to take a Survey?
- How can users update their own Survey responses?
- How can I update a user's Survey responses?