SureSend
Back to CRM

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.

    651 views • Updated 6 months ago

  • Account Setup: Email Settings

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

    600 views

  • Account Setup: Media Manager

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

    361 views

  • Account Setup: Appointment Types

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

    351 views

  • Account Setup: Referral Settings

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

    353 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.

    433 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.

    341 views

  • Personal Setup: Notifications

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

    332 views

  • Personal Setup: Security

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

    388 views

  • Personal Setup: Phone Settings

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

    338 views

  • Personal Setup: Calendar Sync

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

    450 views

  • Personal Setup: Contact Sync

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

    463 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.

    1335 views

  • Connect Your Email

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

    1443 views

  • Set Up Your Team

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

    1320 views

  • Stage Management

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

    1328 views

Need more help?

Can't find what you're looking for? Try searching or contact support.