Using Spiro
How to manage and use Spiro day to day as an end user.
- Merging Companies and Contacts
- Spiro Parent-Child Company Relationship
- Smart Tickets
- Activities Overview
- Managing Opportunities
- Logging Activity
- Create and Manage Reminders
- Applying Filters
- Status and Engagement
- Draft Emails with AI
- Create Opportunities
- Opportunity Contacts
- Creating HTML Emails
- Campaigns
- Spiro Assistant
- Draft With AI and Constructing Email
- Thursday Training: Using Spiro's Quotes Module
- Auto Filtering Emails on the Opportunity Timeline
- Connect your email and calendar
- Set up your email templates