Getting Started

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

Articles

Account Setup: Team Settings

Configure your team's core settings including team name, Win the Day targets, role types, and user management.

819 views • Updated 7 months ago
Account Setup: Email Settings

Configure your team's default email sender by connecting a Google, Outlook, third-party, or SMTP provider.

777 views
Account Setup: Phone Provider Settings

Complete your business registration and configure phone numbers for your team to make calls and send texts.

769 views
Set Up Your Phone Provider and Claim Your Phone Number

Activate voice calling and SMS for your team, complete business registration, and claim your phone number to start making calls and sending texts.

1742 views • Updated 6 days ago
Account Setup: Media Manager

Upload your team's logos, branding images, and visual assets for use across templates and automations.

490 views
Account Setup: Business Hours

Set your team's operating hours so automations respect your business schedule.

443 views
Account Setup: Appointment Types

Review and customize the appointment types available to your team when scheduling meetings, calls, and other events.

459 views
Account Setup: Appointment Outcomes

Customize the outcome options your team uses to log results after appointments are completed.

552 views
Account Setup: Referral Settings

Configure your team's referral profile including service categories, service areas, and referral notification preferences.

457 views
Account Setup: Credits Overview

Understand the credit types available in Sure Send and how they power enrichment, scoring, messaging, AI features, and email delivery.

636 views • Updated 6 days ago
Account Setup: Bring In Your Data

Transfer your existing contacts and data into Sure Send by connecting an integration or importing a CSV file.

510 views
Personal Setup: Profile Settings

Update your photo, name, phone number, timezone, and Google sign-in preferences. This is how you appear to your team across the platform.

457 views
Personal Setup: Notifications

Choose which notifications you receive and how they are delivered, including in-app, email, and SMS channels.

452 views
Personal Setup: Security

Enable two-factor authentication (2FA) to add an extra layer of protection to your Sure Send account.

498 views
Personal Setup: Tab Preferences

Control the order and visibility of tabs on contact and company records to match your workflow.

448 views
Personal Setup: Email Settings

Connect your personal email account (Google or Outlook) to send and receive emails from within Sure Send.

456 views
Personal Setup: Phone Settings

Get your phone number, configure call forwarding, set up incoming call routing, and record your voicemail greeting.

479 views
Personal Setup: Calendar Sync

Connect your Google, Outlook, or Apple calendar to sync appointments and tasks between Sure Send and your existing calendar.

570 views
Personal Setup: Contact Sync

Connect your Google, Outlook, or Apple contacts to import your address book into Sure Send and keep it updated.

590 views
Set Up Your Profile

Complete your profile with a photo, phone number, and timezone. This is how you'll appear to your team and contacts.

1445 views • Updated 6 days ago
Connect Your Email

Connect your Gmail or Outlook inbox to send messages and sync conversations with your contacts directly from Sure Send.

1590 views • Updated 6 days ago
Set Up Your Team

Configure your organization settings, create role types, set up sub-teams, and invite team members to Sure Send.

1445 views • Updated 6 days ago
Stage Management

Create stages and sub-stages to track contacts through their journey, from first touch to closed deal and beyond.

1478 views • Updated 6 days ago

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