Set up your email, dialer, and user profile to send outreach in Fileboard
Articles on setting up and using Fileboard with Salesforce and Outlook
Learn how to setup workflows, import contacts, and more.
Easily create and dedicate workflows to contact segments with Buckets.
Learn how to get your team setup with fileboard and about our content sharing features.
Importing and filtering your contacts and accounts
How to create email and meeting templates
How to setup page-by-page engagement tracking for your sales collateral
All of our help articles for the previous version of the platform