Prepare Marketing contacts and outgoing email
Organize contacts with lists and tags, then verify the email setup required for campaigns and workflows.
Guide collection
Market and Automate
Outcome-focused guidance for setting up, using, and troubleshooting this part of Sellxora.
Organize Marketing contacts with lists and tags
Create clean contact records, segment them with lists and tags, and protect consent and ownership.
Create campaigns and automations
Build reviewed campaigns, define workflow triggers, test messages, and monitor execution.
Create and brand CRM invoices
Set up invoice branding once, choose a template, create invoices, and manage invoice status.
Configure Marketing email and templates
Understand outgoing email configuration, editable templates, test messages, and provider separation.