Outreach Automation Tool

Email [email protected] to get the fastest response from our team.

SmartAsset OAT automatically connects you with leads as soon as they hit your inbox via calls/texts/emails as you prefer, and it adds them to your CRM.

1: Getting Started

Connect your Email

How to import your email signature

Connecting CRM and Creating CRM Configurations

Connect your Scheduling Tool

2: Managing Leads

How to use the Leads Screen

How to use the Lead Details Screen

How to Tag Lead(s)

Filtering your leads

How to use the Lead Sources Screen

3: Outreach Features

How to use Campaigns

How to Approve Your Campaign

How to use calling features

How to use text messaging

Live Connection vs Fast Call

4: Inbox Management

How to use the Inbox - SEE LATEST RESPONSES

5: Reporting

Notifications

Activity and Pipeline Reports

6: Other Settings

Company Settings

Time Settings

Table of Contents

How to Import Leads