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Features

Learn how to use all SalesPartner features effectively.

Managing Your Conversations

Learn how to view, filter, and organize your lead conversations. Understand statuses, search for specific leads, and take over when needed.

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Scheduling & Appointments

Learn how automatic scheduling works, set your availability, configure buffer times, and understand what leads see when booking.

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Analytics Dashboard

Understand your dashboard metrics, track booking rates and response performance, and see where your conversations stand.

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Messaging Preferences

Configure message timing, conversation schedules, follow-up limits, and manage contacts who have opted out of messages.

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Contact Notes

Learn how to add notes to your contacts. Keep track of important details, preferences, and follow-up reminders in one place.

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Contact Tags

Organize your contacts with tags. Label leads by priority, stage, or any custom category to find them quickly.

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Call Recordings

Record phone calls for training and quality purposes. Learn how to enable recording, listen to calls, and understand legal requirements.

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Transcription

Convert voicemails and call recordings to text. Read what was said instead of listening to audio files.

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Note Mode

Add internal notes to conversations without sending them to the lead. Perfect for reminders, context, and team communication.

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Opt-Out Management

Respect contact preferences by managing opt-outs properly. Learn how opt-out works and how to view opted-out contacts.

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Customer Languages

How SalesPartner talks with each customer in their own language, and how your team reads and replies in yours.

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