Communications
Calls, email, meetings, messages, and sales sequences.
How-to guides 3
- Build and run a sales sequenceCreate a timed series of personal email and task steps, set a send window, enroll contacts, and stop follow-up on reply.
- Connect email and review synced communicationsConnect a mailbox so relevant messages can appear with contacts and related records without manual forwarding.
- Log calls, emails, meetings, and follow-upRecord communication details against a contact or deal, capture the call outcome, and create a follow-up task in the same flow.