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Email and calendar
  • Connecting your email and calendar
  • Connecting Loopia, One.com and other mailboxes (IMAP)
  • Email sharing permissions
Members and permissions
  • Managing members
  • Roles and permissions
Contacts and companies
  • Bringing your contacts and companies into Dovio
  • Creating contacts and companies automatically
  • Saving and managing views
Deals and pipeline
  • Tracking deals through your pipeline
  • Using Kanban boards
Meetings
  • Recording meetings with the notetaker
Contracts
  • Sending and tracking contracts
Ask Dovio
  • Using Ask Dovio
Plans and billing
  • AI credits and meeting hours
All help articles
Email and calendar
  • Connecting your email and calendar
  • Connecting Loopia, One.com and other mailboxes (IMAP)
  • Email sharing permissions
Members and permissions
  • Managing members
  • Roles and permissions
Contacts and companies
  • Bringing your contacts and companies into Dovio
  • Creating contacts and companies automatically
  • Saving and managing views
Deals and pipeline
  • Tracking deals through your pipeline
  • Using Kanban boards
Meetings
  • Recording meetings with the notetaker
Contracts
  • Sending and tracking contracts
Ask Dovio
  • Using Ask Dovio
Plans and billing
  • AI credits and meeting hours

What do you need help with?

People often look for:Export to Excel

Get started in four steps

  1. 01

    Connect your email and calendar

    Your contacts, emails and meetings start coming in.

  2. 02

    Invite your colleagues

    So the whole team works from the same CRM.

  3. 03

    Turn on automatic contacts

    New people you email become contacts.

  4. 04

    Record your first meeting

    The notetaker writes the summary for you.

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