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Getting Started

Getting Started

New to Saleswhale? Here is all you need to know to kick start your journey with us!

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12 articles in this collection
Written by Thu Nguyen and Beaurhys Tan
Overview of Saleswhale

Getting started with Saleswhale

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Written by Beaurhys Tan
Updated over a week ago

Handing Over Qualified Leads to Your Team

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Written by Beaurhys Tan
Updated over a week ago

Automatic Data Collection

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Written by Beaurhys Tan
Updated over a week ago
Inside Saleswhale

Navigating the Saleswhale Platform

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Written by Beaurhys Tan
Updated over a week ago
Setting Up Your AI Assistant

Creating your AI Assistant's Persona

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Written by Beaurhys Tan
Updated over a week ago

Connecting Your AI Assistant

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Written by Beaurhys Tan
Updated over a week ago

Customizing Your AI Assistant's Signature

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Written by Beaurhys Tan
Updated over a week ago

Adding (or Removing) Sales Reps

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Written by Beaurhys Tan
Updated over a week ago

Adding BCC

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Written by Beaurhys Tan
Updated over a week ago
Adding or Archiving Team Members

Adding team members

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Written by Beaurhys Tan
Updated over a week ago

Archiving team members

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Written by Beaurhys Tan
Updated over a week ago
Setting up Reveal

Get more revenue from your qualified leads with Reveal

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Written by Thu Nguyen
Updated over a week ago