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.
82 guides · Grouped by area · Synced with every platform release
Platform
Chat
Message your workspace's authorized conversations with mentions, threads, files and saved drafts.
Read guideMeeting Details
Read the selected client meeting’s recording, shared notes and transcript.
Read guideVideo Conferencing
Create reusable meeting links and review recordings and shared notes in the selected client workspace.
Read guideContact Detail
Review a prospect, choose email and call channels, manage follow-ups, and audit client-scoped activity.
Read guideContact Enrich
Enrich a single prospect by email or by name, with or without a company, to fill in phone, LinkedIn, title, and company details.
Read guideContacts
Search, sort, segment, import, export, bulk update, and safely remove contacts for the selected client.
Read guideContact Search
Find net-new prospects with validated targeting filters, readable errors, safe review, and client-scoped suppression.
Read guideEmail Validation
Validate a cleaned client CSV with a pre-credit preview, duplicate protection, asynchronous progress, and downloadable verdicts. Self-serve...
Read guideUpload History
Audit client contact batches, and on managed plans send a live list roster to the client Files tab.
Read guideCompanies
Keep one record for every company this client sells to, with its deals, open and won value, and matched contacts, and export them to a CSV.
Read guideCompany
See one company's details, linked deals, totals and the contacts on its website domain.
Read guideDeal Properties
Set up custom fields such as budget, lead source or contract term that show on every deal, in the deal export, and on pipeline cards and...
Read guideDeal Reports
Open and weighted pipeline value by stage and owner, deals won and lost each month, and lost deals by reason, for the selected client. Rows...
Read guideDeal Room Builder
Edit one deal, email its linked contact, and build a buyer-ready deal room from a blank start or one of three templates.
Read guideDeals
Track client opportunities by owner, close date and stage on a board or a sortable table, with separate open and won totals, custom...
Read guideDeal Stages
Set the client's pipeline stages (add, rename, reorder, give open stages a win probability, mark won or lost) and the won and lost reasons...
Read guideInbound
Check inbound setup evidence, then review the selected client's website, search, advertising, website leads and lead measurement.
Read guideInbound Blog
Manage blog posts on a selected client's hosted website, including drafts, publishing, SEO fields, live views, and deletion.
Read guideInbound Glossary
Manage glossary terms on a selected client's hosted website, including definitions, publishing, SEO fields, live views, and deletion.
Read guideInbound Receptionist
Configure a selected client's AI phone receptionist, training files and connected number, and review calls, outcomes, messages and missed...
Read guideInbound SEO
Manage a selected client's website titles, meta descriptions, eligible social-share images, defaults, and live page previews.
Read guideInbound Settings
Connect your analytics, search, advertising, and website URL so the inbound marketing agents can start working.
Read guideInbound Social
Connect and manage a selected client's Facebook, Instagram, LinkedIn, and X accounts with deal-scoped post history.
Read guideMedia
Browse, search, and upload images for the selected client's hosted website.
Read guideWebsite Leads
See everyone who filled in a form on the client's website, where they came from, and open their deal or contact to follow up. Likely bot...
Read guideBooked Meetings
Review booked meetings, clear the ones that still need an outcome, and filter, arrange or export the list.
Read guideFollow-Ups
Review, prioritize, pause, schedule, and complete active follow-up work with verified activity evidence.
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 Detail
Review one booked meeting, edit employee fields, or record a narrowly granted client outcome from Meeting Set.
Read guidePotential Meetings
Work authorized warm prospects with Set By attribution, call eligibility (or inbox and Email actions in self-serve), notes, status, and...
Read guideDocuments
Organize onboarding materials in Lists, Strategy and Links, and import a TAM CSV reference into Lists with the correct visibility.
Read guideGet set up
A short checklist that gets a new self-serve workspace working, ending with your first campaign. It checks each step off automatically,...
Read guidePlaybook
Generate the Playbook in one click, then review and safely edit the campaign's Calling Context and Email Context, team, meeting emails,...
Read guidePlaymaker
Capture client strategy, add MP3 recordings, and review scheduled takeover accounts through a protected read-only preparation lane.
Read guideUsers
Manage client logins, seats, roles, and individual permissions for the selected client.
Read guideActivity Report
Review your recorded calls, emails and dialing sessions with matching report and export filters.
Read guideCall History
Review, filter, correct, and export calls, including canonical Human Connection flags, client-specific outcomes, and background recording...
Read guideCampaign Details
Configure campaigns, segment contacts, run the campaign's agents and their email context (or a Self-serve email sequence), and review...
Read guideCampaigns
Review campaign performance, share calling between SDRs, and prepare campaigns for safe outreach.
Read guideEmail History
Browse sent emails, see how many the email agents sent, compare filter-aware email step performance, review human replies, and export the...
Read guideEmail Inbox
Review selected-client mailbox conversations, triage, drafts, safe sends, and delivery that needs a Sent Mail check.
Read guideManual Dialer
Place manual calls, retry unfinished hangups, resolve calling-line issues, and save contact-linked call logs.
Read guideOutbound Dashboard
Review outreach performance, choose a reporting period, and use account history and matching exports when available.
Read guidePractice call
Roleplay a campaign with your manager or an AI playing the prospect while you read the live teleprompter, without counting toward stats.
Read guideSession History
Audit selected-client dial sessions, Qualified Conversation talks, recordings, emails, filters, and CSV exports.
Read guideWeekly Meeting Update
Build and publish weekly client reports with saved reporting dates, refreshed metrics, a clickable Conversations call list, private notes,...
Read guideAPI Keys
Manage deal-scoped API credentials, separate integration keys, access eligibility, usage, replacement, revocation, and audit history.
Read guideBlacklist
Manage selected-client suppression records, preview validated CSV imports, and review live meeting and client pipeline protections.
Read guideCalendar
Connect your calendar, manage booking links and guest-aware invite titles, review client setup and booking instructions, and (staff) set up...
Read guideClient Billing
Review the selected parent client's Zoho or Stripe billing profile, subscription, payment details, invoices, and credits.
Read guideCRM Connection Detail
Manage a CRM connection, test sync, and recheck resolved provider setup warnings safely.
Read guideCustom Fields
Define custom contact fields, note what each one means, and fill them into emails and calls.
Read guideEmail Accounts
Find client mailbox details or manage sender identity and connections when your role allows it.
Read guideEmail Templates
Manage inbox replies, disposition emails, campaign copy, custom outcomes, and reporting actions.
Read guideGeneral Settings
Your account settings: theme for this browser and, for client portal accounts, a name profile plus secure passwordless email-code sign-in.
Read guideIntegrations
Connect a client CRM, map fields, match SalesHive values to allowed CRM dropdown options, preview the validated record, and monitor sync...
Read guideMeeting Goals
Track launch-wide meeting results separately from goal coverage, complete-period attainment, and future plans.
Read guideMeeting Reminders
Review the selected client's pre-meeting reminders and configure them with the required management access, or turn them on for a self-serve...
Read guideMeeting Settings
Find active meeting owners and scheduling links, or manage owners and their territory states when your role allows it.
Read guideNotifications
Choose which SalesHive updates you receive, including the opt-in Daily Analytics Summary email.
Read guideNot on your plan
What it means when a page is not on your plan or not open to you, what your plan includes, and how to ask about the managed service.
Read guideOutcome Email
Configure deal-wide owner outcome requests, with one automatic reminder, sent from the dedicated SalesHive Notifications mailbox.
Read guidePhone Settings
Prepare and save voicemail greetings for the selected client's numbers, and for internal staff, manage which call dispositions SDRs see.
Read guidePlan and billing
See your self-serve plan, seats, charges, this month's credits and video call minutes, invoices and seat change history, ask our team for...
Read guideScheduling
Scheduling has been merged into the Calendar page. This route now redirects to /platform/settings/calendar.
Read guideSettings
Open your account preferences and the selected client's settings available to your role.
Read guideSignatures
Preview and copy your SDR sending-account signature, or manage client signatures when your role allows editing.
Read guideUsers
Manage client logins, seats, roles, and individual permissions for the selected client.
Read guideCampaign Context
Manage every campaign's Calling Context and Email Context in one place, set the default for new campaigns, and copy context between...
Read guideCase Studies
Create and review a customer case study for the selected client before sharing it.
Read guideDeliverability
Review seven-day selected-client sending health, paginated mailbox evidence, placement, reputation, copy reviews, and next actions.
Read guideEmail Cadences
Create and organize reusable email sequences, then apply reviewed copy to one or several selected campaigns.
Read guideLanding Pages
Create, review, and share a saved campaign landing page from approved client positioning.
Read guideOne Sheets
Create, review, and share a single-page leave-behind from approved client context.
Read guideSales Deck
Create and review a prospect deck before making its editable Google Slides file.
Read guideClient Portal
Client Deal Room
A private deal room with a customized welcome, buyer-facing sections, progress, resources, agreement signing, and signed-document download.
Read guideClient Deal Room
Your private partnership page for meetings, completed recordings, contract, deposit (when required), Playmaker, onboarding progress,...
Read guideAnswers, not run-around
The short version is on the surface. Open any question to go deeper.
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