How do I get started with Annelite?

The very best way to get started would be to schedule a set­up/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…

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How do I export my account data?

You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate to that group, then click Export. To export your activities in iCalendar format, click Export on Calendar view. At this time only we can export your emails and files, and will do so upon your…

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