Salesfinity

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Getting Started

Creating Custom Follow-up Lists from Call History

Getting started with Salesforce

Getting started with Outreach

Getting started with HubSpot (Salesfinity version 2.0)

Getting started with Salesloft

Getting started with CSV lists

This section shows how to import call tasks from different CRM/SEPs to Salesfinity and help users to start making calls with Salesfinity

Integrations

Boss Mode: Intelligent Lead Classification and Dialing

Phone Number Availability & Coverage

Dialer FAQ

Analytics Page FAQ

Understanding Call Statuses

This FAQ section answers all common questions related to CRM and SEP integration.

Onboarding Guideline for Team Admins

Getting Started with Salesfinity

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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