Hands-on Workshops
SALES
Getting Started with Sales
Connect email & create your sales process
SETUP
Importing Your Contacts
Bring your customer information into Essentials
REPORTING
Reports & Dashboards
Gain immediate insights into your business
productivity
Getting Started with Tasks
Tasks help keep your deals moving
Syncing Emails & Events
Unlock the power of email inbox syncing tools
SERVICE
Getting Started with Service
Smarter, more personalized customer support
SERVICE
Building a Help Center
Create a Help Center to reach customers faster
SALES
Capturing Website Leads
Create custom lead capture forms for your website
productivity
Integrations Made Easy with Zapier
Easily connect Essentials with other apps
Setup Tutorials
SETUP
Setting up your Essentials Organization
SETUP
Creating Custom Fields in Essentials
Creating Email Templates in Essentials
Sending Mass Emails from Essentials
productivity
Organizing Customer Data with List Views
productivity
Advanced Customization for List Views
SETUP
Managing Users in Essentials
SETUP
Managing Your Subscription
productivity
Customizing your Home Page in Essentials
Creating Auto-Response Emails in Essentials
productivity
Automating Tasks with Process Builder