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Account Setup

Learn how to navigate RunSensible

Leads

Add, delete, and manage leads

Calendar & Events

Create and manage appointments

Tasks & Projects

Create, edit, and delete a task

Billing

Manage items, invoices, discounts and taxes, and loyalty

Campaigns

Create email marketing campaign

Web

Design landing page, setup web-to-lead block

Templates

Create document and email template

Communications

Setup business phone system

Matters

Create and manage matters

Documents

Create and manage documents and document templates

Integrations

Manage integrations

Customize

Create and manage custom fileds

Reports

Manage reports

Accounting

Time Entries

Contacts & Companies

Import & Export

Users

user management, team management