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Getting started with Estajo
Video Tutorials
User Onboarding & Team Handoff
How to Use the Compliance Filters to Audit Your Data
How to Create a Lead Assignment Workflow
How to Automate a Document Template with Lead Information
Written Articles
Adding leads to Estajo
How to Add Appointments and Tasks
How to Create Tags and Other Custom Options
How to Create a Deal
How to Import a Document Template
How can I track my usage limits?
How to Create and Deploy Custom Forms
My Drive: Your Hierarchical Storage System
Estajo Email Support Templates
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News & Announcements
Blogs
π Sales Workflow Automation: Building Impartial Round-Robin Lead Assignment
π Document Automation Software: The Fastest Way to Cut Your Quote-to-Signature Cycle Time
π Proactive Data Auditing: How to Use Compliance Filters to Protect Your Pipeline
π‘οΈ Total Data Control: Bulk Export and Purge for Unmatched Compliance and Efficiency
FAQ's
General & Getting Started
What is Estajo?
Is there a free trial?
What types of businesses can use Estajo?
Can Estajo support teams operating in multiple time zones?
Our Data Retention Policy
Billing, Pricing & Upgrades
How does our pricing work?
Our Billing and Refund Policy
How is the Total Price for my Estajo subscription calculated?
Core Features
How does Estajo detect and manage duplicate leads to ensure data integrity?
Is Estajo's application HIPAA or other regulatory compliant for sensitive data?
What does "Round Robin" assignment mean for leads?
User Roles & Permissions
What are the different user roles in Estajo?
Where is my data hosted and how is it secured and backed up?
β What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?
Featured Articles
Popular Articles
User Onboarding & Team Handoff
How to Use the Compliance Filters to Audit Your Data
How to Create a Lead Assignment Workflow
What is Estajo?
Is there a free trial?
Newest Articles
β What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?
What does "Round Robin" assignment mean for leads?
How is the Total Price for my Estajo subscription calculated?
π‘οΈ Total Data Control: Bulk Export and Purge for Unmatched Compliance and Efficiency
π Proactive Data Auditing: How to Use Compliance Filters to Protect Your Pipeline
Recently Updated Articles
How to Create and Deploy Custom Forms
How is the Total Price for my Estajo subscription calculated?
β What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?
User Onboarding & Team Handoff
How to Create a Lead Assignment Workflow
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