Salesfinity

Pam Solve

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

How to Use Webhooks in Salesfinity

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

Integrations

Phone Number Availability & Coverage

Dialer FAQ

Analytics Page FAQ

Call Status Definitions in Salesfinity

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

Onboarding Guideline for Team Admins

Getting Started with Salesfinity

Networking Settings and Whitelisting

Security and Compliance

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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