⬇️ Access the Updated User Guide (link below) ⬇️
Outreach Automation Tools: User Guide
Email [email protected] to get the fastest response from our team.
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.
Table of Contents
Connect your Email
Easy Email Integration
How to import your email signature
Connect your CRM
Connect your Scheduling Tool
Notifications
How to use Campaigns
How to use the Lead Sources Screen
How to use the Leads Screen
How to use the Lead Details Screen
How to Import Leads
How to use the Inbox - SEE LATEST RESPONSES
How to use calling features
How to use text messaging
Live Connection vs Fast Call
How to Tag Lead(s)
Filtering your leads
Company Settings
Time Settings