Welcome aboard! As an account admin, you can configure, update and maintain the account. It could seem like a big job, but we have got you covered.
Below are the key sections to set up, so your team members can use the platform seamlessly.
Profile - The first step after creating an account is setting up your profile. The profile acts as the face of your account. Here you can add:
A. Your name
B. Job Title
C. Phone number
D. Calendar URL, if available
Connect Inboxes - As an admin, you can connect your and your team members’ inboxes to the Salesgear account.
A. Go to settings from the left-side panel
B. Go to the ‘Connected Inbox’ section
C. Click on ‘Connect Inbox’
D. Choose if you want to connect to Gmail/Outlook/ SMTP inbox and follow the steps.
Users & Teams - If you are going to need multiple Salesgear seats, you can invite your users right from your account
A. Go to settings from the left-side panel
B. Go to ‘Users & Team’
C. Click on ‘Add User’ on the top right
D. Enter the user details and confirm.
Note - Make sure to set up the account completely before inviting users.
Integrations - Under this section, you will be able to integrate your CRMs and other platforms with Salesgear. Salesgear co-exists with a lot of popular CRMs seamlessly.
A. Go to settings from the left-side panel
B. Click on ‘Integrations’
C. Choose the platform you want to integrate.
D. Click on ‘Connect’’
E. Follow the steps and save the changes
Contact Settings - In the contact settings, you can create, edit and delete Contact Stages, Add Do Not Contact Domains and Configure Custom Fields
> Contact Stages - In Contact Stages, you can create Contact Stages as per your requirements and edit them as necessary. Users can also add Stage Rules
A. To create Contact Stages, go to settings
B. Under Contact Settings, click on ‘Contact Stages’
C. Click on ‘Create New Stage’
D. Enter the name of the stage and confirm.
To set Stage Rules:
A. Go to settings.
B. Under Contact Settings, click on ‘Contact Stages’
C. Select ‘Stage Rules’ from the top panel.
D. Edit the rules as per requirements.
> Do Not Contact Domain - DNC Domains are set so the users do not reach out to the contacts/accounts that are existing clients, competitors, etc.
A. Go to settings.
B. Under Contact Settings, click on ‘Do Not Contact Domains’
C. You can type the domain and click on ‘Add’
D. To bulk upload the domains, click on ‘Upload as CSV file’
> Custom Fields - Salesgear allows you to create and manage Custom Fields within the platform. Custom fields are used to personalize the emails better. When they are added to the emails or templates, the label information automatically populates upon scheduling the emails.
A. Go to settings.
B. Under Contact Settings, click on ‘Custom Fields’
C. Enter the values to the respective Custom Fields
D. Click on Save Changes.
Note - If you are using a custom field in a sequence, make sure to attach the Custom Field (it cannot be empty) column in the CSV file while uploading.
Account Settings - In the Account settings, you can configure Email Settings, Calendar, Custom URL, Schedules, Triggers, etc
> Email Settings - Under email settings, a user can set:
A. Max number of emails per day.
B. Min delay between emails.
C. Enable/disable Open tracking.
D. Enable/disable Click tracking.
> Calendar - Salesgear comes with a calendar for Pro users and above. You can create all types of events with the calendar.
A. Go to settings.
B. Under Account Settings, click on ‘Calendar’
C. Click on ‘Create Event’
D. Enter the necessary details such as Event name, duration, timezone, etc.
E. Click on ‘Save Changes’
> Custom URL - Setting up Custom URL while using Salesgear is imperative as it prevents users from being flagged as Spam and Phishing.
Here’s a complete guide on how to set up Custom URL.> Schedules - When you create Salesgear account, you will have a default schedule set in the Account Settings. Users may want to create new schedules as per the usability. You can check the detailed article here.
A. Go to settings.
B. Under Account Settings, click on ‘Schedules’
C. Click on ‘New Schedule’ to create a new one.
D. Enter the Schedule name, timezone and sending window
E. Click on ‘Save Changes’
> Triggers - Triggers are workflows to automate actions based on a few conditions and logic. Here is an article to help you with the Triggers and how to set them up.
Note - Please make sure to check ‘Trigger only once per prospect’
These are a few privileges that the Admin of a Salesgear account can leverage. To know more details, feel free to get in touch with our Support team.