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Using Spiro

How to manage and use Spiro day to day as an end user.

  • Create and Manage Reminders
  • Spiro Assistant: Email Commands
  • Set up your email templates
  • Creating Companies in Spiro
  • Spiro Assistant
  • Connect your email and calendar
  • Status and Engagement
  • Create Opportunities
  • Campaigns
  • Opportunity Pipeline View
  • Using Search in Spiro
  • Create a New Contact
  • Merging Companies and Contacts
  • Contacts Overview [Video]
  • Spiro VoIP Configuration Options
  • Companies Overview [Video]
  • Spiro Sales Stage Overview
  • Spiro Parent-Child Company Relationship
  • Contact and Company Social Profiles
  • Delete Contacts/Opportunities/Companies
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Categories

  • Getting Started
  • Using Spiro
  • Using the Mobile App
  • Analytics & Reporting
  • Spiro Assistant
  • Spiro VoIP (Calling and SMS)
  • New Features
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