Platform · Onboarding
Browse 8 help guides in Platform · Onboarding.
Playbook
Review strategy and campaign messaging, or complete business answers and schedule a sales meeting in a new prospect Playbook.
Learn morePlaymaker
Supply client business answers and materials, or use the unified prospect Playbook and sales calendar.
Learn moreUsers
Manage client logins, seats, roles, and individual permissions for the selected client.
Learn moreSales meeting
Book your sales meeting, see who you will meet and what happens next, tour the platform and prepare in your prospect workspace.
Learn moreGet set up
A short checklist that gets a new self-serve workspace working, ending with your first campaign. It checks each step off automatically, checks your sending domain's DNS records, and offers help articles, including moving from HubSpot, when you are stuck.
Learn moreDeal Room
Review launch progress, resources, agreement history, your proposal and signing, and Playbook Review booking or rescheduling.
Learn moreCalling registration
Save business identity, authorized contact and calling details for your SalesHive team to review.
Learn moreDocuments
Keep a client's onboarding files, Google and Office documents and links in one place, and choose what the client can see.
Learn more