SalesExec Account Setup and Basic Configuration
Learn how to configure your SalesExec account, manage users and permissions, set up essential account settings, and prepare your team to start managing leads.
By Gabriel and 1 other2 authors8 articles
- How to Configure System Notifications in SalesExecLearn how to set up SalesExec system notifications to alert users about opened emails, new leads, upcoming appointments, and transferred leads.
- SalesExec System Notifications: Bulk and Branch NotificationsLearn how Bulk and Branch system notifications work in SalesExec, including how they are configured and used to communicate important information across your sales organization.
- How to Create and Customize Sales Scripts in SalesExecLearn how to use the SalesExec Sales Script Editor to create effective sales presentations, guide representatives through conversations, and personalize scripts with dynamic fields that automatically populate lead information.
- How to Add and Manage Products in SalesExecLearn how to create and manage your SalesExec product library, associate products with sales pipelines, and help sales representatives track product sales throughout the sales process.
- How to Manage Do Not Contact (DNC) Requests in SalesExecLearn how to use the SalesExec Do Not Contact Portal to manage prospect opt-out requests, maintain DNC lists, and support compliance with contact preferences and applicable regulations.
- How to Add and Manage Users in the SalesExec Do Not Contact (DNC) PortalLearn how to add and manage users in the SalesExec Do Not Contact Portal, provide access to DNC management tools, and help your team process prospect opt-out requests and maintain…
- How SalesExec Checks Do Not Contact (DNC) Compliance for Calls, SMS, and EmailLearn how SalesExec automatically checks new leads against Do Not Contact (DNC) restrictions to help prevent unauthorized calls, text messages, and emails and support your team's compliance processes.
- How to Import Do Not Contact (DNC) Records into SalesExecLearn how to import existing Do Not Contact (DNC) records into SalesExec, maintain your DNC repository, and help prevent unwanted calls, SMS messages, and emails to opted-out prospects.