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42 articles to help you get more done

Featured articles

Getting StartedWelcome to Cycl Sales: find your way aroundA quick tour of the menu, Settings and your account menu, so you always know where to go next.Read article
Getting StartedUse the Launchpad checklistLaunchpad lists everything your account needs before it goes live, and ticks each step off as you finish it.Read article
Getting StartedYour first-week setup planA simple day-by-day plan to get your account ready for real customers in about five short sessions.Read article
ContactsAdd a contactAdd a new person to your contacts by hand, with their details, tags and address.Read article
ContactsImport contacts from a CSV fileBring your existing customer list in from a spreadsheet, match the columns, and choose how to handle duplicates.Read article
ConversationsConversations inbox basicsFind your way around the inbox: tabs, filters, starting a new conversation and the contact panel.Read article
ConversationsSend a text messageText a contact from the inbox or their record, and text several contacts at once.Read article
CalendarsCreate your first calendarSet up a booking calendar so customers can book time with you or your team.Read article
CalendarsShare your booking linkCopy your public booking link, put the booking widget on your website, or send a one-time link.Read article
OpportunitiesCreate a pipelineSet up a sales pipeline with the stages your deals move through, from new lead to won.Read article
AutomationBuild your first workflowCreate a simple workflow that sends a welcome text when someone fills in your form, then publish it.Read article
FormsCreate a lead formBuild a form to capture leads from your website, choose what happens after someone submits, and publish it.Read article

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