Sync

Use ProleadSync assistance to prepare and carry out work.

How to create and approve a plan in SyncTurn a request with several steps into a plan you can review before anything is carried out.How to find leads that need follow-upUse the dashboard, Pipeline and Sync to find opportunities that are waiting for an action.How to open Sync from a Profile 360Open Sync from a contact’s Profile 360 and talk to Sync about that profile.How to set up your ideal customerDescribe the customer you want to attract, by hand or with Sync AI, and save the description.How to track your Sync creditsSee how many Sync credits you have used this month, when they reset and what happens when you reach the limit.How to use SyncAsk Sync to look into information, prepare work and carry out actions once you confirm them.