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Documentation›Email Service

Email Service & CRM Documentation

Leads, pipelines, sales targets, and website tracking, plus templates and sending infrastructure (Pool / Pool SMTP) for outbound campaigns.

Getting Started

Email Service Overview

What Email Service is and how its 7 screens fit together

CRM & Pipeline

Manage the recipients your campaigns send to

Pipelines & Stages

Move leads through a customizable funnel

Track which marketing channel a lead came from

Segments, Tags & Lists

Three different ways to group leads

Duplicates & Merging

How likely duplicate leads are flagged and resolved

Import & Export

Bulk import leads with row-level error tracking

Sales Operations

Sales Targets & Teams

Set goals for a sales team or individual

Website Activity Tracking

See what a lead did on your site, with an intent score

Projects & Templates

Create a workspace for a set of templates and its SMTP setup

Design and manage the HTML emails inside a project

Reusable placeholders for personalizing templates

Sending Infrastructure

The set of SMTP accounts available to send from

Configure the SMTP credentials behind each pool entry

Outreach

Send, monitor and troubleshoot email campaigns