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Beami's Quick Start Video Guides
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Beami's Quick Start Guide

Your guide for a Beami beginner!

Kickstart Your Beami Success!

To keep the momentum going, we’ve put together Beami’s Quick Start Guide, your very own personal guide as a Beami beginner! This guide includes step-by-step walkthroughs on the key features of Beami. 🎉

Getting Started with Beami

Beami Intro


Things To Do, Tasks, & Mentions


List View


Auto Values


Creating a manual lead


Viewing your contact “digital file”


Card design


How to Add Reply Templates to Beami


How to respond to a lead


How to move a lead


Stage Conversion


Filtering Boxes


Reply Templates


Reply By Channel


WhatsApp Template


Closed Leads


Global Search Bar


Articles for you:
WhatsApp Channel Connect
Reply Templates
Automation
Lead Routing


Stuck? We’re Here to Help!

You can find our Help Centre here it is always available, and you will find a wealth of resources and support.

If you need a quick answer you can always hop on our live support chat when logged in.

You can also contact our Customer Success Team for any further assistance at [email protected] but rest assured you and your team should find everything pretty straightforward to set up. 🥳

Want to keep your momentum up? Link the link below to Beami’s Power user guide!

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