Setup Resources for Admins

Rulesets

• Manage Account Based Sequence Triggers
• Sequence Rulesets

Schedules

• Create and Edit/Update Sequence Sending Schedules

Cockpit

• Cockpit Overview
• Creating and Editing Cockpit Tiles
• Editing A Cockpit Layout

Personas

• Update and Edit Personas

Permissions

• How To Set User Permissions

GDPR

• How To Use the New GDPR SafeGuards
• General Data Protection Regulation (GDPR) Overview
• Maintain GDPR Compliance with Apollo

Territories

• Set Territories and Rules of Engagement

Users & Teams

• You Settings Overview
• Settings Search Bar
• Apply Lead Credit Limits for Your Users
• Teams Overview