Sales with Zoe

Set Up: Sales with Zoe

• Setup Checklist: Sales with Zoe
• Add, Edit, and Delete Team Member Roles
• Add, Edit, and Delete Team Member Permissions
• Add, Edit, and Delete Team Members
• Send Emails from your Custom Domain

Sales Contacts & Companies

• Archive Sales Companies'
• Edit Sales Companies'
• Add Sales Companies'
• Add Sales Contacts
• Edit Sales Contact
• Archive Sales Contacts

See all 8 articles

Sales Activities

• Schedule a Sales Activity
• Complete a Sales Activity
• Sales Activities Overview
• Add a Sales Activity
• Edit a Sales Activity
• Delete a Sales Activity

See all 7 articles

Sales Automations

• Sales Automations Overview
• Add a Sales Automation
• Edit a Sales Automation
• Pause a Sales Automation
• Cancel a Sales Automation'

Personalized Communication

• Send Emails to Your Sales Contacts
• Send Texts to Your Sales Contacts

Sales Forms

• Add a Sales Form
• Edit a Sales Form
• Delete a Sales Form
• Add a Sales Form to your Website
• Email a Sales Form

Sales API and Integrations

• Utilize Workato for Sales with Zoe
• Utilize Zapier for Sales with Zoe
• Kizen's API for Sales with Zoe