Guides, tips, and deep-dives on CRM, lead management, AI automation,
and growing your business — all in one place.
Configuring your inbox so LeadVix can read and respond to lead replies What Is This Guide For? Once SendGrid is connected, LeadVix can send emails. But sending is only...
Read MoreSetting up outbound email so LeadVix can start sending on your behalf What Is This Guide For? Before LeadVix can send any outreach emails, follow ups, campaign messages, password...
Read MoreEverything you need to know before you start, plus how to get set up in minutes What Is LeadVix? LeadVix is a CRM platform built for small and growing...
Read MoreSetting up your company information, sender details, Auto Send preference, and Knowledge Base What Is This Guide For? You’ve connected SendGrid and set up IMAP. Now, before you import...
Read MoreGetting your contact data into the platform and ready for campaigns What Is This Guide For? Now that your account is fully set up, it’s time to bring in...
Read MoreFinding, filtering, updating, and staying on top of your lead data inside LeadVix What Is This Guide For? Once your leads are imported, the real work begins. This guide...
Read MoreBuilding the emails your campaigns will send manually or with AI What Is This Guide For? Before you can run a campaign in LeadVix, you need an email template....
Read MoreTaking your leads and templates and turning them into real outreach What Is This Guide For? You’ve connected SendGrid, set up IMAP, configured your General Settings, imported your leads,...
Read MoreUnderstanding how LeadVix reads, classifies, and responds to your leads automatically What Is This Guide For? Once your campaign is running and leads start replying, the AI Email Assistant...
Read MoreConnecting SendGrid to LeadVix so every email event gets tracked automatically What Is This Guide For? You’ve connected SendGrid for sending and IMAP for receiving. But there’s one more...
Read More