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New to Sure Send CRM? Start here to learn the basics and get up and running quickly.

• Account Setup: Team Settings
• Account Setup: Email Settings
• Account Setup: Phone Provider Settings

• Port or Transfer Your Phone Number to Sure Send

How leads enter Sure Send—website pixel, integrations, email parsing, CSV imports, lead flow rout...

• Follow Up Boss Integration: What Data Syncs
• Sierra Interactive Integration: What Data Syncs
• Lofty Integration: What Data Syncs

Manage your contacts, track relationships, and organize people in your CRM.

• Import Contacts from a Spreadsheet
• Create Contacts using your Lead Email Address (Email Parsing)

Organize your contacts with stages, custom fields, tags, and smart lists.

• Tags: Setup & Use
• Smart Lists: Create & Use
• Smart Lists: Understanding Filter Logic

• Login Security & Two-Factor Authentication

Work together with team members, assign roles, and collaborate.

• Understanding Your Team Structure: Roles, Groups, and Sub-teams

Manage your sales pipeline and track progress through stages.

• Understanding Contracts in Sure Send

Connect Sure Send CRM with other tools and services.

• API Documentation