Learn how to use all SalesPartner features effectively.
Learn how to view, filter, and organize your lead conversations. Understand statuses, search for specific leads, and take over when needed.
Learn how automatic scheduling works, set your availability, configure buffer times, and understand what leads see when booking.
Understand your dashboard metrics, track booking rates and response performance, and see where your conversations stand.
Configure message timing, conversation schedules, follow-up limits, and manage contacts who have opted out of messages.
Learn how to add notes to your contacts. Keep track of important details, preferences, and follow-up reminders in one place.
Organize your contacts with tags. Label leads by priority, stage, or any custom category to find them quickly.
Record phone calls for training and quality purposes. Learn how to enable recording, listen to calls, and understand legal requirements.
Convert voicemails and call recordings to text. Read what was said instead of listening to audio files.
Add internal notes to conversations without sending them to the lead. Perfect for reminders, context, and team communication.
Respect contact preferences by managing opt-outs properly. Learn how opt-out works and how to view opted-out contacts.