Help Center
Practical user guides for setting up Vuuli and running the CRM workflows shown in the app.
Vuuli help center articles are step-by-step user guides for setting up and using the CRM. The guides follow the main areas in the Vuuli app: Sales & Customers, Communication & Tasks, and Settings.
Start Here
If you are setting up a new workspace, start with the core workflow.
- Get Started With Vuuli
- Import Accounts and Contacts From CSV
- Link Your Email Account With SMTP and IMAP
Sales and Customer Work
- Use the Company Registry
- Create and Manage Email Campaigns
- Manage the Sales Pipeline
- Manage Tasks
- Manage Notes
Before You Send Email
Before sending outreach from Vuuli, confirm that the connected mailbox is a real account your team can monitor. For team campaigns, a shared sales address is usually easier to monitor than one person's personal inbox.
Need More Help?
If these guides do not answer your question, contact Vuuli from the site footer and include your workspace name, the app page you were using, and the step where the workflow stopped.