Dashboard Navigation

Explore the layout and navigation of the dashboard to easily access key features

Contacts

Navigate to Contacts > Leads or Customers to manage your contacts effectively.

Marketing Tools: Access various marketing tools under Marketing:

  • Folders

  • Forms

  • Email Campaigns

  • SMS Campaigns

Automation:

  • Leads Journey

  • Segments

  • Sequences

  • Chatbots

Management:

  • Projects

  • Logs

  • Subscription

Reports: Generate and view different types of reports:

  • General Report

  • Cusomized Report

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