SET For Business Knowledgebase
How can we help?
Frequently asked questions in SET.
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.
Learn about contacts in SET, what they are to your business, and how to manage them.
Learn about organisations in SET, how you might use them, and how to manage them.
Learn about opportunities in SET, how to manage them and keep your pipeline flowing.
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.
Learn how SET integrates with your email providers and how to track customer communications alongside your opportunities.
Learn how to get the most out of your data with the SET reporting engine.
Learn how to manage files in SET and monitor your usage limits.
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.
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.