Every page of the platform, explained.
Step-by-step guides to the SalesHive platform: campaigns, the dialer, the inbox, reporting, and account settings. Written by the team that runs outbound for thousands of B2B clients.
51 guides · Grouped by area · Synced with every platform release
CRM
Platform
Call History
Review every outbound and inbound call for a client with dispositions, AI analysis, recordings, transcripts, and coaching, filterable and...
Read guideCampaigns
Create, pause, rename, duplicate, search, and archive a client's outreach campaigns, with live contact, email, call, response, and meeting...
Read guideEmail History
Audit every outbound campaign email by date, campaign, and SDR, with Auto-Cadence vs Post-Call split, full email view, and CSV export.
Read guideManual Dialer
Place ad-hoc one-off calls using a client's numbers, attach to a contact, dial with Enter, and log the disposition with toast feedback.
Read guide/platform/campaigns/[id]/dialer
Run live cold-calling sessions against enrolled contacts with scripts, transcription, AI disposition, and follow-up emails.
Read guide/platform/campaigns/inbox
Read, triage, and reply to synced Primary and SDR campaign emails, with retryable load errors, error toasts on failed actions, confirmed...
Read guideSession History
Review past dial sessions per client with dials, talks, emails, average call length, and flagged low-quality sessions, expandable to calls...
Read guideContact Detail
Full record for one prospect: edit contact and meeting fields with save feedback, change status, add to a campaign, call, and read the...
Read guideContact Enrich
Enrich a single prospect by email or by name and company to fill in phone, LinkedIn, title, and company details.
Read guideContacts
Search, filter, save views, open a contact by row, import/export with column search and dupe warnings, add contacts with optional email,...
Read guideContact Search
Find new target prospects for a client with ICP filters, review matches, and add the qualified ones to Contacts.
Read guideUpload History
Audit every contact list imported for a client, with per-batch stats (created/updated/skipped/notes/follow-ups), source badges, owner,...
Read guideMarketing Blog
Manage the blog posts on a client's hosted website: create, edit, publish, search, and delete posts.
Read guideMarketing Glossary
Manage the glossary terms on a client's hosted website: create, edit, publish, search, and delete terms.
Read guideMarketing Overview
Client-facing folder for managing a client's hosted website: overview, blog, glossary, per-page SEO, and Google Analytics / Search Console...
Read guideMarketing SEO
Manage per-page titles and meta descriptions for every page on a client's hosted website: homepage, interior pages, blog posts, glossary...
Read guideBooked Meetings
Track confirmed meetings for a client with status, owner, source, contract value, and per-meeting reminders, log meetings by hand with...
Read guideMeeting Analysis
Connect a rep's Zoom, then get an AI breakdown of recorded meetings: score, summary, next steps, buying signals, and rep coaching.
Read guideMeeting Follow-ups
Per-client worklist of confirmation calls, reschedules, and no-show chases on booked meetings, derived live from meeting state, with a...
Read guidePotential Meetings
Your shortlist of warm leads still in play, with an inline sub-status dropdown, engagement temperature badges, follow-ups counts, follow-up...
Read guidePlaybook
Live strategy document per client: call scripts, emails, internal notes with bold/italic/strike formatting, a Meeting Handoff section for...
Read guidePlaymaker
Capture client onboarding intake (targeting, value prop, personas, kickoff) with auto-save and AI fill, feeding the Playbook.
Read guideAPI Keys
Manage a client's one production API key: create, copy once, rotate, or revoke; revoked keys kept for audit.
Read guideBlacklist
Per-client suppression list across six tabs: domains, emails, unsubscribes, phones, ignored inbox, undeliverable.
Read guideClient Billing
Review and keep current the selected client's billing profile, payment method, subscription, and invoices.
Read guideCRM Connection Detail
Manage one CRM connection: connect, import or start fresh, choose what syncs, set a record owner, test the connection, and watch sync...
Read guideCustom Fields
Define custom contact data fields that appear on contact detail, imports, and exports.
Read guideEmail Accounts
Set sender identity (name, title, type) for a client's mailboxes and connect your own via SMTP/IMAP.
Read guideGeneral Settings
Your own account: theme for this browser, plus profile and password for client portal sign-ins.
Read guideIntegrations
Connect a client's CRM (Salesforce, HubSpot, Pipedrive, Zoho), map fields with a live record-card preview, and monitor sync health from...
Read guideMeeting Goals
Set and track a client's weekly booked-meeting target against meetings set and held over 12 weeks.
Read guideMeeting Owners
Define who meetings can be assigned to for a client (name plus optional title, email, phone, scheduling link); edit, deactivate, or delete.
Read guideMeeting Reminders
Configure automated meeting reminder emails: subject, timing, CC/BCC, and a test send.
Read guide/platform/settings/email-templates
One place for a client's saved emails: Inbox reply templates for the team, plus Default email templates (call follow-ups, meeting hand-off...
Read guideScheduling
Connect your calendar and manage booking links so meetings book into your availability.
Read guideSignatures
Build the email signature for a client's outreach: default templates or a custom editor, merge tags, plus a live test send.
Read guideTeam Members
Manage who can sign in to a client's workspace: invite, resend invites, reset passwords, archive, and (admins) permanently delete.
Read guideCalling Scripts
Generate cold-call scripts from a client's Playmaker (opener, objection handlers, discovery questions, close), then edit, rename, add, and...
Read guideCase Studies
Draft a customer win story (challenge, solution, outcomes) from a client's Playmaker, then review and share.
Read guideEmail Cadences
Draft a multi-step outreach email sequence from a client's Playmaker, edit each email, and apply it to a campaign.
Read guideLanding Pages
Generate a single-page web asset (hero, value prop, proof, CTAs) from a client's Playmaker, edit each section, and share a live link.
Read guideOne Sheets
Build a single-page leave-behind from a client's Playmaker, edit each section, then preview, share a link, or export a PDF.
Read guideSales Deck
Generate a prospect-facing sales deck from the full Playmaker, restyle it, and export it as an editable Google Slides file.
Read guideAnswers, not run-around
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