Pricing
Resources
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Workflows
Adding Actions to a Section
Attaching Fields to a Section
Copying a Workflow
Creating a Workflow
Deleting a Workflow
Linking Sections Together
Marking Sections as Won
Understanding Sections
Using External Links
Using Variables
Fields
Creating a Field
Deleting a Field
Understanding Fields
Knowledge Base
Creating a Category
Creating Items
Using the Knowledge Base
Sessions
Creating a Session
Deleting a Session
Reviewing Actions
Reviewing a Completed Session Record
Triggering an Immediate Action
Understanding Win Rate
Users
Adding a User
Changing a User's Password
Changing a User's Timezone
Managing User Roles
Removing a User
Integrations
Gmail
Mailchimp
Salesforce
Slack
Webhooks
Reports
User Performance Report
Workflow Usage Report
Fields
Create fields so your team can collect any information they need during a phone interaction.
In this section
Creating a Field
Deleting a Field
Understanding Fields
