SET For Business Knowledgebase

Help Topics

• FAQs

  Frequently asked questions in SET.

• Getting Started

  Get up and running in your SET For Business account in the best way possible.

• The SET Dashboard

  Understand your SET dashboard, and what it can do for you and your team day-to-day.

• Contacts

  Learn about contacts in SET, what they are to your business, and how to manage them.

• Organisations

  Learn about organisations in SET, how you might use them, and how to manage them.

• Opportunities

  Learn about opportunities in SET, how to manage them and keep your pipeline flowing.

• Pipelines

  Learn how to use our pipeline feature to track your opportunities through various stages and processes within your business. Manage, customise and control your workflows.

• Activities & Calendar

  Learn how to manage and automate your business workflows, and manage your calendar.

• Emails

  Learn how SET integrates with your email providers and how to track customer communications alongside your opportunities.

• Reports

  Learn how to get the most out of your data with the SET reporting engine.

• Files

  Learn how to manage files in SET and monitor your usage limits.

• Insights

  Learn about the insights pages offered by SET and how to learn from your data.

• Managing Your SET Account

  Learn how to manage SET behind the scenes. Manage users, activate useful features and monitor account usage.

• Integrations

  Learn which platforms we integrate with, what they do and how they can supercharge your sales process.

• Custom Fields & Data Imports

  Learn how to make SET work for you. Customise widget layouts, learn how we import your existing data, and what custom fields can be added to your account.