Account Setup: Team Settings
Configure your team's core settings including team name, Win the Day targets, role types, and user management.
333 views
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Updated 4 months ago
Getting Started
New to Sure Send CRM? Start here to learn the basics and get up and running quickly.
Articles
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Account Setup: Email Settings
Configure your team's default email sender by connecting a Google, Outlook, third-party, or SMTP provider.
333 views -
Account Setup: Phone Provider Settings
Complete your business registration and configure phone numbers for your team to make calls and send texts.
325 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.
1347 views -
Account Setup: Media Manager
Upload your team's logos, branding images, and visual assets for use across templates and automations.
197 views -
Account Setup: Business Hours
Set your team's operating hours so automations respect your business schedule.
172 views -
Account Setup: Appointment Types
Review and customize the appointment types available to your team when scheduling meetings, calls, and other events.
201 views -
Account Setup: Appointment Outcomes
Customize the outcome options your team uses to log results after appointments are completed.
238 views -
Account Setup: Referral Settings
Configure your team's referral profile including service categories, service areas, and referral notification preferences.
196 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.
216 views -
Account Setup: Bring In Your Data
Transfer your existing contacts and data into Sure Send by connecting an integration or importing a CSV file.
205 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.
192 views -
Personal Setup: Notifications
Choose which notifications you receive and how they are delivered, including in-app, email, and SMS channels.
179 views -
Personal Setup: Security
Enable two-factor authentication (2FA) to add an extra layer of protection to your Sure Send account.
207 views -
Personal Setup: Tab Preferences
Control the order and visibility of tabs on contact and company records to match your workflow.
205 views -
Personal Setup: Email Settings
Connect your personal email account (Google or Outlook) to send and receive emails from within Sure Send.
174 views -
Personal Setup: Phone Settings
Get your phone number, configure call forwarding, set up incoming call routing, and record your voicemail greeting.
181 views -
Personal Setup: Calendar Sync
Connect your Google, Outlook, or Apple calendar to sync appointments and tasks between Sure Send and your existing calendar.
264 views -
Personal Setup: Contact Sync
Connect your Google, Outlook, or Apple contacts to import your address book into Sure Send and keep it updated.
258 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.
1192 views -
Connect Your Email
Connect your Gmail or Outlook inbox to send messages and sync conversations with your contacts directly from Sure Send.
1262 views -
Set Up Your Team
Configure your organization settings, create role types, set up sub-teams, and invite team members to Sure Send.
1119 views -
Stage Management
Create stages and sub-stages to track contacts through their journey, from first touch to closed deal and beyond.
1108 views
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