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
• Recent Activities module

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Leads

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

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Enablement Configurations

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

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Integrations and Plug-ins

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

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