Account Owner is the only person who has access to billing information. Only account owners can cancel the account, or delegate account ownership to another user. The person who originally creates the Annelite account automatically becomes the account owner.
A user is a person who accesses your Annelite account. Users have their own username and password, preferences, settings and permissions. Every person who needs to access your Annelite account must have own user account. Multiple persons are not permitted to share the same user login.
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Annelite account are not enabled. You can turn this…
DetailsA Department is a standalone database with its own email, contacts, calendar, users and settings. When you create a department, you select its @annelite.net address which is then used to receive email. Admins have access to all departments, and can set permissions for Users to access some departments and not the others. As a rule…
DetailsAnnelite automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes and files, invoices, and pending and scheduled email marketing templates. You can open each line-item for preview without leaving the page. The Contact Timeline is shared among your team in real time. This puts everybody…
DetailsThis website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.