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Practical guides to the platform, from your first campaign to your next report.
91 guides · Grouped by area · Synced with every platform release
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Platform
Agents
Start private employee or client projects, schedule work for yourself or your whole company, see every agent working for your company,...
Read guideConnectors
Connect the accounts used for your Playbook, review saved setup and manage app and agent permissions.
Read guideNewsletter audience
Save and approve a private newsletter draft, and review the selected client's eligible audience. Sending is not available yet.
Read guideNewsletters
Set up sender details and existing subscribers, write and approve newsletters in Chat, and review send results.
Read guidePerformance
Review website traffic, search visibility, social activity and advertising on a website's Performance tab in Websites.
Read guidePresentations
Create, duplicate, open and archive the client's presentations, design them through chat, publish saved versions, and share them by link...
Read guideView Website
Open the selected client's original hosted website.
Read guideWebsite Leads
Review website leads, edit and publish forms, undo a publication, and choose the owner and alert recipients for new leads.
Read guideWebsites
Create and manage the client's websites, check each website's performance, and edit hosted content types, categories, pages, landing pages,...
Read guideContact Detail
Review a prospect, choose email and call channels, manage follow-ups, and audit client-scoped activity.
Read guideContact Enrich
Look up a prospect, review enriched details or preview matches, and copy available contact information.
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
Review a company's details, deals and matched contacts, manage company follow-ups, and download their history.
Read guideContracts
Prepare contracts, collect ordered signatures and keep completed PDFs and signing records.
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
Review current open and weighted pipeline, win rate, wins, losses and won and lost reasons with current-owner and closing-date filters.
Read guideDeal Room Builder
Manage linked contacts and follow-ups, download deal history, email the primary contact, and build a buyer-ready deal room.
Read guideDeals
Track deals on a board or table, save views, bulk edit, manage follow-ups, and import or download pipeline and CRM history CSVs.
Read guideDeal Stages
Set the client's pipeline stages (add, rename, reorder, give open stages a win probability and a stalled limit, mark won or lost) and the...
Read guideAccount Search
Query specialized third-party databases for accounts and records by dataset and filters, with per-record cost tracking.
Read guideContact Quick Lookup
Find the best available match for one person by email or by name, with or without a company, before you add them as a prospect.
Read guideList Building Chat
Build contact search criteria in chat or the form, review automatic previews, reopen saved conversations, and download or redeem contacts.
Read guideResearch Bots
Research custom fields from a CSV, review confidence and missing results, and download completed research with its sources.
Read guideContact Enrichment
Enrich contact lists, review partial results and download the saved outcome for each input.
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, add meeting notes, 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 guideCalling registration
Save business identity, authorized contact and calling details for your SalesHive team to review.
Read guideDeal Room
Review launch progress, resources, agreement history, your proposal and signing, and Playbook Review booking or rescheduling.
Read guideDocuments
Keep a client's onboarding files, Google and Office documents and links in one place, and choose what the client can see.
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
Review strategy and campaign messaging, or complete business answers and schedule a sales meeting in a new prospect Playbook.
Read guidePlaymaker
Supply client business answers and materials, or use the unified prospect Playbook and sales calendar.
Read guideSales meeting
Book your sales meeting, review an existing appointment and prepare in your prospect workspace.
Read guideUsers
Manage client logins, seats, roles, and individual permissions for the selected client.
Read guideActivity Report
Filter recorded outreach, compare saved sequence results and inspect dialing sessions with matching CSV exports.
Read guideCall History
Review, filter, correct, and export calls, and suggest questions for the SDR's next follow-up call.
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
Review campaign emails on a computer or phone, filter by date, campaign and sender, compare email step performance, and export matching...
Read guideEmail Inbox
Review selected-client mailbox conversations, triage, drafts, safe sends, and delivery that needs a Sent Mail check.
Read guideLikely Clicks
Review and export contacts associated with likely human clicks across the selected client current and archived campaigns.
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 and personal prospect interest alerts, choose a reporting period, and explore account history and matching...
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, sortable booked meetings, private notes, and report...
Read guideAPI Keys
Manage API credentials and integration access, and open or download the API reference.
Read guideBilling
Review the selected parent client's Zoho or Stripe billing profile, subscription, amount due, invoices, and credits.
Read guideBlacklist
Manage selected-client suppression records, preview validated CSV imports, and review live meeting and client pipeline protections.
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
Upload your profile photo, choose whether your projects need your approval before sending Slack messages, pick this browser's color theme...
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, optional client-team CC recipients, email or Slack delivery, and one automatic reminder.
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 guideSettings
Open every Settings page you can use, grouped by topic: your account, meetings, email, data and billing.
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
Build, publish and export a prospect presentation, then make its editable Google Slides file.
Read guideScheduling
Connect calendars, set up meeting owners and team links, check readiness, and choose booking routing.
Read guideVideo Calls
Create reusable video meeting links, join by browser or phone, and review recordings and shared notes.
Read guideClient Portal
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