PURPLE3 HELP CENTER

Learn Purple3 in plain English.

Short guides explain the everyday tasks clients actually need: getting leads into the system, understanding activity, controlling campaigns and knowing when a person should step in.

In plain English: You should not need to understand n8n, APIs, webhooks or the calling stack to use Purple3. The Help Center teaches the business workflow, not the plumbing.
GETTING STARTED

Upload leads and map your fields.

Learn how to upload a CSV, match your spreadsheet columns to Purple3, review missing information and get a campaign ready.

Upload LeadsMap FieldsFix Upload ErrorsStart Campaign
OUTREACH CRM

Understand what you are seeing.

Learn Live Activity, call results, Next Action, conversation history, Actions / Needs Attention and Re-Evaluation.

No AnswerVoicemailHuman ContactDNCReferral
CAMPAIGNS & USAGE

Control the operation.

Learn campaign length, calling days and hours, daily limits, pause/resume, usage, caps and buying more usage.

ESTATE & HEIR

Understand Hunt Direction.

Learn people versus phone-number status, referrals, promising paths, exhausted contact points and what Purple3 is pursuing next.

HUMAN ATTENTION

Know when your team should step in.

Callbacks, appointments and review items should be clear. Purple3 explains what happened and what your team needs to do.

INTEGRATIONS

Use Purple3 with your existing business tools.

When outside CRM or calendar integrations are configured, Purple3 can pass the important outreach results without trying to replace your entire business system.

START WHERE YOU ARE

You do not need a big team to run a disciplined outreach operation.

Purple3 gives a growing business capacity and gives an established operator time back. Start at the level that fits. Scale when the business is ready.

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