Synup OS
Getting Started
5- Branding & Domain Setup
- Email Setup
- How to add your clients to Synup OS
+2 more
Clients
6- Email Digest Configuration: How to Send Automated Client Update Emails
- How to configure churn criteria in Synup OS
- How to use custom fields to store client data
+3 more
Activities
5- How to add an activity to OS
- How to manage your mailbox from OS
- How to set up & manage notifications
+2 more
Invoice
5- Currency settings
- How to create an invoice
- How to share and track an invoice
+2 more
Documents
6- How to create & use new document templates
- How to create a new document
- How to manage all your documents in one view
+3 more
Prospects
3- How to search for prospects manually & using Leads AI
- How to use saved prospect lists
- Prospect Search Filters Guide
Sales Pipeline
4- How to add a lead to your pipeline manager
- How to bulk import leads
- How to manage & edit contacts in the pipeline
+1 more
Email Sequences
5- How to create an email sequence & use JoyAssist to write emails
- How to create and use email templates
- How to edit or pause a running email sequence
+2 more