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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.

    169 views • Updated about 2 months ago

  • Account Setup: Email Settings

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

    160 views

  • Account Setup: Media Manager

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

    97 views

  • Account Setup: Appointment Types

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

    97 views

  • Account Setup: Referral Settings

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

    100 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.

    88 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.

    86 views

  • Personal Setup: Notifications

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

    80 views

  • Personal Setup: Security

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

    95 views

  • Personal Setup: Phone Settings

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

    68 views

  • Personal Setup: Calendar Sync

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

    139 views

  • Personal Setup: Contact Sync

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

    104 views

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