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Getting Started with Anchor

Here's everything you need to get started

2 authors14 articles
Setting up your Anchor accountComplete these four steps to set up your Anchor account
Dashboard overviewKeep track of your business performance with the Anchor dashboard
Payments in AnchorThis article details the payment methods and price structure of Anchor's services. No subscription fees, simply pay as you go
Managing agreementsAn overview of agreement notifications, the agreement page’s layout, and the quick actions menu.
Proposals overviewAn overview of proposal statuses, the page layout, and the quick actions menu.
Invoices overviewAn overview of Invoice statuses, filters, and other actions.
Payouts overviewAn overview of the Payouts page, its layout, and additional information.
Manage contactsKeep track of leads and clients, all in one place.
Best practices for onboarding your existing clients to AnchorDiscover best practices for onboarding your clients to Anchor, including effective communication strategies and setting up payment methods.
Archive and delete contacts in bulkLearn more about archiving and deleting contacts, including how to bulk archive or delete multiple contacts at once.