Salesfinity

- Setting Up Parallel Dialing
- Adding Phone Numbers
- Enabling SmartFlow
- Setting Up Voicemail
- Checking Phone Number Health
- Configuring SmartRotate

- Viewing Prospect Information
- Accessing Call History
- Managing Notes
- Tracking Signals
- Using Nurture AI
- Utilizing Battlecards

1. Import CSV files
2. Configuring Contact Filters
3. Configuring Dialer Settings
   - Setting Up Parallel Dialing
   - Adding Phone Numbers
   - Enabling SmartFlow
   - Setting Up Voicemail
   - Checking Phone Number Health
   - Configuring SmartRotate
4. Understanding the Dialing Experience
   - Viewing Prospect Information
   - Accessing Call History
   - Managing Notes
   - Tracking Signals
   - Using Nurture AI
   - Utilizing Battlecards

<a href="https://demo.salesfinity.ai/embed/cm41xrpzk0pewjfcxwyhqnxcv?embed_v=2" rel="nofollow noopener noreferrer" target="_blank">Click here to interactive watch demo</a>

Getting Started with CSV Files in Salesfinity

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Getting Started with CSV Files in Salesfinity

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