How to use Digsy AI

25 articles in this collection
Written by Vidah Quirante and Scott Underwood

View Your Sales Performance In Real-Time

Check out the number of calls you made, emails sent, and appointments booked throughout the week with Digsy AI's Performance tab.
Written by Vidah Quirante
Updated over a week ago

How to Use Attachments

How to upload, view, download, and remove attachments on Digsy AI
Written by Scott Underwood
Updated over a week ago

Associating Contacts with a Company

How to link and access your list of contacts that are associated with the same company
Written by Vidah Quirante
Updated over a week ago

Daily Digest Email

The power of Digsy AI’s Daily Digest Email
Written by Vidah Quirante
Updated over a week ago

Select All Prospects in a Stage

How to Email, Tag, and Move all your contacts within a stage in a couple clicks
Written by Vidah Quirante
Updated over a week ago

Global Search

How to use Digsy AI’s Global Search feature
Written by Vidah Quirante
Updated over a week ago

How to Manually Add a Prospect

Manually adding a prospect to your inbox
Written by Scott Underwood
Updated over a week ago

How to tag a prospect

How to use the tagging feature to group and organize your prospects
Written by Scott Underwood
Updated over a week ago

Different stages on your Prospect Dashboard

What are the different stages in Digsy AI?
Written by Scott Underwood
Updated over a week ago

Moving a prospect to a different stage

How to move a prospect from one stage to another
Written by Scott Underwood
Updated over a week ago

Logging an Activity

Manually logging an activity within Digsy AI
Written by Scott Underwood
Updated over a week ago

How to Export Contacts and Run Reports

Exporting your contacts and running reports on Digsy AI
Written by Scott Underwood
Updated over a week ago

Tagging Multiple Contacts

How to quickly group your contacts and search for them using Digsy AI’s tagging feature and search function
Written by Vidah Quirante
Updated over a week ago

How to Use the Properties Feature

How to keep track of your properties on Digsy AI
Written by Vidah Quirante
Updated over a week ago