Setup
Use this section to connect CRM, email/calendar, collaboration tools, notetakers, email templates, and role-specific defaults.
Articles
- RevOps tips for success
- CSM setup
- First-time setup checklist
- Pricing configuration
- AE tips for success
- Operator tips for success
- CRM properties setup
- Company details
- Pipeline stages
- Setup by role
- CSM tips for success
- Notetaker setup
- AE setup
- Workspace configuration
- Sales manager tips for success
- Connect your CRM
- RevOps setup for Ergo rollout
- Meeting title phrases
- Operator setup
- Advanced settings
- Spectator and viewer tips for success
- Collaboration tools setup
- Email templates setup
- Reporting defaults
- Spectator and viewer setup
- User sync
- Connect email and calendar