Onboarding
These articles are intended for new clients working through the onboard process, though they may be helpful for anyone.
By Chris and 1 other2 authors25 articles
- Understanding Your WorkflowAn introduction to Workflow settings
- Review and Edit Marketing DetailsYou can easily review and edit your list of available Marketing Channels, Lead Sources, and Campaigns
- Generate Automatic Lead Posting InstructionsWithin the user interface, you can generate posting instructions for setting up automatic lead posts.
- Set Up a Duplicate Check
- Configure a Notification
- Customize Lead Manager Screen LayoutYou can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen.
- Customize Field GroupsFields groups determine the lead fields that are visible to your team when using various features to work leads.
- Create an Email Template
- Set Up Email SyncDetails for how you can setup email sync with SalesExec to send emails through Microsoft 365 or Google Workspace
- Create a Nurture Strategy
- Create and Test a New Lead Automated Event
- How to Add New UsersAdd new users or create new Branches to facilitate adding new teams to SaleExec
- Creating Lead DistributionsYou can choose to create Push or Pull lead distributions to meet the needs of your sales teams
- Set Up RingResponse Billing
- Purchasing Phone NumbersYou can purchase phone numbers for inbound call tracking, outbound dialing, local presence, and SMS.
- SMS Opt-InThe SMS Opt-In is a helpful compliance tool for engaging with leads with SMS
- Create an SMS TemplatePre-drafted SMS templates can be automatically triggered or easily sent manually
- Configure An Action to Send an SMS Template
- Testing SMSPlay around with sending yourself text messages within SalesExec.
- Creating Call FlowsCall flows set the rules for how you want inbound phone calls to be handled
- Enabling and Configuring Phone NumbersPhone numbers can be configured for inbound calls, outbound dialing, and SMS