Getting Started Administration
Getting started with SalesExec including Basic settings, Advanced settings, and navigation
By Gabriel and 5 others6 authors48 articles
Basic Account Configuration
Basic Account Configuration
System Notifications - ConfigurationNotifications are used to inform users about opened email, new leads, appointments, and transferred leads
System Notifications - Bulk and BranchInformation regarding Bulk and Branch style notifications
Configure Sales Script EditorSales scripts make it easy for new users to get your sales pitch down. Includes dynamic fields to create seamless sales presentations.
Adding and Managing ProductsAdd products to your products library and associate them with pipeline so that salespeople can easily show product sales
Compliance - Using the Do Not Contact PortalEnsure you are compliant with DNC (Do Not Contact) list request by prospects and leads.
Compliance - Adding Users for the DNC PortalEnsure you are compliant with DNC (Do Not Contact) list request by prospects and leads.
Compliance - DNC Check for SMS, Emails, CallsSalesExec automatically does a DNC check when new leads are added to help you remain compliant.
Compliance - Importing DNC RecordsImport records into your DNC repository.
Advanced Sales Workflow
Advanced Sales Workflow
Sales Workflow - Key TermsYour sales workflow is what drives performance of your sales lead management solution. Review key terms to get up to speed quickly.
Introduction to WorkflowsUse workflows to define lead milestones and automate important functions across your sales process within your organization.
Sales Workflow - Adding Workflows and StatusesImprove lead tracking with this completely redesigned workflow feature.
Sales Workflow - Configuring ActionsA disposition that controls and automates what happens to a lead across your sales process.
Sales Workflow - Copy and ReplicateCopying a sales workflow can save time and replicate a workflow that already works for you
Compliance - Configure a Do Not Contact ActionMaintain legal compliance by creating workflow actions that automatically add leads to your Do Not Contact list, preventing future calls, emails, or solicitations.
Sales Workflow - Automated EventsAutomated events allow you to maximize the effectiveness of every sales milestone, status *we recommend assistance from a success manager
Control How Leads are Updated with Automated EventsUse automated events to control when your leads are updated or to nurture leads based on your business needs.
Building Record Types and Adding Lead Fields
Building Record Types and Adding Lead Fields
Creating Record TypesCreate Record Types for specific products or industry types. Record Types house sales workflows, lead fields and lead data.
Setting up Lead System FieldsSetup system fields to denote important lead fields within your Record Type. These are used for templates, calling, and emailing
Editing Lead Fields - Duplicate CheckUsing duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor
Duplicate Lead TasksAdd Duplicate Lead Actions to merge newly created leads to existing ones by appending or replacing lead field data.
Get Leads Into SalesExec
Get Leads Into SalesExec
Marketing Key TermsMarketing Channel, Lead Source and Campaign key terms to help you segment and measure marketing performance.
Setting up Marketing ChannelSet up a marketing channel for lead segmentation.
Setting up a Lead SourceSet up a lead source for lead source segmentation.
Setting up a CampaignSet up a campaign to segment by campaign.
Generate Posting InstructionsGenerate posting instructions to allow for real time lead delivery from your lead providers and landing pages
Advanced Lead Distribution
Advanced Lead distribution
State Calling HoursCalling Hours broken down by U.S. State.
How to Configure "Pull" Lead DistributionPull or Shark tank allows users to "Pull" leads as they are available, improving speed to lead, and ensuring leads are called
Introduction to Distribution Lead RoutingIntroduction to basic lead distribution concepts. This article covers the pros and cons of each strategy type and why you should use them.
Pull Priorities - Pull Count and Date AddedYou can control the order in which leads are pulled by your sales team based on the pull count and the date leads were added
How to Configure a "Pull from List" DistributionConfigure specific branch sources for lead distribution from a list using Priority, Round Robin, or Penetration logic to control how leads are pulled across your organization.
How to Configure "Push" Lead RoutingWith "Push" you can route leads via round robin to users and salespeople with preset criteria
Pull Distribution - Shift HoursUse Shift Hours to determine when Distribution Strategies are available for use by your sales team.
Lead Distribution Administration - Holiday HoursSetup Holiday Hours and ensure your team is compliant with state calling hour restrictions
Configure User 'State' CriteriaThe State Criteria is an ideal way to ensure your sales team can only work leads in specific U.S. States. Great for RingResponse and Pull-Based Distribution
Email Settings
Email Settings
Whitelist SalesExec through Google WorkspaceWhitelist SalesExec through your Google Workspace administration console
Sending Email through Google WorkspaceConfigure your account to send email through Google Workspace
How to Create an Email Nurture CampaignCreate email nurture campaigns that reach your prospects based on lead status change, time, email open status, or lead imports.
How To Create Email TemplatesEmail templates for your prospects are sent in bulk, via email nurture, or one-off, with tags and notifications for opens or responses.
How To Create Email PermissionsEmail permissions ensure specific branch locations or users have access to certain emails while limiting access to others you select.
How to Create an Email SignatureCreate an email signature to be used in email nurture strategies, bulk email sends, or one-off email delivery to your prospects and leads.
Send Verified Email via Send Grid and SalesExecProtect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.
Troubleshooting Email IssuesDiagnose and resolve potential problems with sending emails, checking delivery status, and syncing your email provider account within SalesExec.
How to Create an Email SnippetYou can create Email Snippets (quick responses) to streamline quick communication with leads.