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Welcome aboard! Let’s get started! After going through the account setup process You will be brought to Dashboard The dashboard is a graphical and numerical user interface Which provides at-a-glance views of key performance indicators of an organization This is the complete view of the dashboard for Salesdoor Let’s understand what kind of information you can view in the dashboard On the left top side appears logged in person’s image and designation In the prospect of leads management You can view statistics of practices and doctors User can view data on the dashboard ing to the user role Admin can view data of an entire organization The supervisor can view data of territory assigned to him and a sales rep can only view data of leads assigned to him Moving further the bottom section shows activity dashboard with comprehensive details for my tasks catching up and upcoming events My tasks contain tasks which are assigned to you Catching up shows items that are automatically triggered by the system and provides notifications regarding leads management Different types of alerts are generated in this section By clicking on to create task alert catching up the item will move into my tasks list Upcoming events show events created in the calendar it gives you details of events based on the timeline and notifies you regarding upcoming events And moreover, the event can be created by clicking here Apart from activity details you can view performance details too Through performance section you can view the overtime performance of your entire activities You can view details of different activities Such as how many numbers of events, notes emails and faxes were created You can also view data by using different time frames With leads management module you can view and manage practices and providers This module allows you to: Add practice • Manually • By using a built-in LEAD library called cLib or • Import via CSV file in your system From the practice index page you can see a list of practices and related information such as: • Location, • Contact person, • Assigned to, • Change status and • Take actions By selecting multiple practices you can perform bulk operations such as Email, Fax, SMS, Assigned to and Change status Upon clicking on the practice you will be brought to practice inside page This is a detailed page of practice The left column shows the details of practice From here you can perform various activities like create a note, email, or fax You can view and add contacts and providers and see the entire history regarding the practice List of upcoming events appears here The status of this Lead can be change By selecting the desired option The calendar module helps you to organize events and activities in a more professional and efficient way It allows you to view, edit and create events Admin can manage calendar of all users The supervisor can manage calendar of the assigned team and a sales rep can only manage their own calendar You can set different views of calendar Day, Week, or Month An event can be created directly or by dragging and dropping event type onto the date and seamlessly creates an event Handy notes appear here Handy Note is a most frequently used note that allows you to quickly create notes by drag and drop It’s easy and saves time The calendar can be exported and imported with your Google calendar Only future events shall be exported This icon- indicates Affected Event if the user calendar is changed or recurring events fall out of the calendar for some reason Salesdoor provides you with complete incoming and outgoing email functionality You can create multiple mailboxes in Salesdoor By clicking the + button you will be brought to the email configurations page From here you can view mailboxes that are already configured It’s very important for a user to configure at least one email account in order to send and receive emails For this instance Salesdoor provides its users with two main email sources Gmail and other By using Other you can configure any mailbox with help of IMAP and SMTP server settings SMTP server settings are required for sending emails while IMAP server settings are required for receiving emails Contact your IT Administrator if you don’t have email setup credentials Salesdoor task management tools ensure that tasks don’t slip through the cracks With task management you’ll know exactly what to do to push deals forward at every step With Salesdoor, set up tasks for yourself or assign them to others in your team My tasks section shows your own tasks and under delegated tasks section you can see tasks that have been passed on to another user View and manage your tasks from the dashboard and view outstanding tasks across your team By clicking the add button This form will appear, you will be able to create a task With the help of task management, you can view Due date for a task Assigned to user, Task owner, Priority level, Current status of task Completion level and Take actions such as Edit, Mark complete and Delete It’s a lot easier to stay focused when your tasks are organized prioritized, and delivered to you in a way that you can understand Salesdoor includes many options for setting up, maintaining, and customizing your organization User Management, Templates & Document Library User Management module allows you to build your team of admins, supervisors, and sales reps This module helps you create your own unique templates for sending Email, Fax, or SMS Created template can be used while sending email, fax, or SMS to providers and practices Let's view one of them There you go! With the help of document library module you can easily maintain your organizational-wide documents such as, marketing material, sales documents, and many others under one roof List of entire documents appear here The benefit of creating a document in the system is whenever a user creates an email or fax Document saved can be sent as an attachment To send the document in an email choose a document and it will be added as a link Document attached will appear as a link and as an attachment too Upon clicking on the link, document is viewed in web browser I hope you will find this onboarding guide video helpful For further help, please visit Salesdoor help center on website or visit our youtube channel