Getting Started

• Network / device requirements & troubleshooting

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Rep Guide

• Rep onboarding quick start guide
• Managing leads and queues
• Communicating with prospects
• Using call results & scheduling events

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Leads

• Importing leads and lead activities
• Using My Leads / All Leads
• Lead management: assigning, claiming, and ownership
• Configuring Routing Rules
• Configuring Inbound Concierge

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Enablement Configurations

• User management: Managers, Reps, and teams
• Creating and managing fields
• Configuring Sequences
• Email & SMS templates
• Rules of Engagement: configuring lead ownership rules

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Integrations

• Salesforce integration overview
• HubSpot integration overview
• Zapier integration overview

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