Getting Started with SalesDrive
Step 1. Add managers
- Managers → Add manager
- Send out login credentials to managers
Step 2. Customize lead and contact fields
Step 3. Add first lead
Step 4. Import contacts
Send us your current contact database – we will import your contacts to SalesDrive for free.
Step 5. Customize website forms
- Option 1: Follow the instructions.
- Option 2: Send us a request – we will build a technical inquiry for website developers to customize website forms.
- Option 3: Send us your website credential – we will customize website forms to send leads to SalesDrive.
Step 6. Customize integration of telephony with SalesDrive
- Ask us about easy way to integrate telephony VoIP with SalesDrive.
Step 7. Set advertising campaigns
How to start working with SalesDrive
Send an assistance request