Synup OS
Guides for the new Synup platform
Getting Started
5 articles- Branding & Domain Setup
- Email Setup
- How to add your clients to Synup OS
- How to add your team members to OS
- How to set up & use your Synup OS dashboard
Clients
6 articles- 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
- How to use tags for managing client data
- How to view & navigate through client table
- How to view Client Summary
Activities
5 articles- How to add an activity to OS
- How to manage your mailbox from OS
- How to set up & manage notifications
- How to sync your email and calendar to OS
- Keeping track of your tasks & activities in one view
Invoice
5 articles- Currency settings
- How to create an invoice
- How to share and track an invoice
- Invoice reminders & merge field settings
- Payment method settings for invoicing
Documents
6 articles- How to create & use new document templates
- How to create a new document
- How to manage all your documents in one view
- How to set up document reminders
- How to share and track a document
- How to upload and share an existing document with clients or prospects
Prospects
3 articles- How to search for prospects manually & using Leads AI
- How to use saved prospect lists
- Prospect Search Filters Guide
Sales Pipeline
4 articles- How to add a lead to your pipeline manager
- How to bulk import leads
- How to manage & edit contacts in the pipeline
- How to monitor & configure your pipeline
Email Sequences
5 articles- 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
- How to enroll leads into a new or running email sequence
- How to monitor performance of an email sequence