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.
60 guides · Grouped by area · Synced with every platform release
CRM
Platform
Agent Metrics
Client-safe report of prompt activity, usage tokens, active agents, and latest activity for the selected Deal, with sortable rows and no...
Read guideClient Agents
Platform workspace for a selected client's role agents or a permitted client user's personal assistant, scoped to active Deal access,...
Read guideCall History
Review outbound and inbound calls with Title and Associated Domain columns, editable dispositions, on-demand deal-scoped recording replay,...
Read guideCampaign Inbox
Read, triage, and reply to synced campaign emails with effective SDR mailbox scoping across account lists and message results.
Read guideCampaigns
Create, pause, rename, duplicate, split, combine, search, and archive a client's campaigns, with live activity counts and a gated...
Read guideEmail History
Browse sent and received emails for a client across all campaigns with full-text search, filtering, sorting, pagination, and direct links...
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 guideSession History
Review past dial sessions per client with dials, talks, emails, average call length, flagged sessions, expandable calls, Play All, and...
Read guideContact Detail
A complete client-scoped contact record for editing prospect data, assigning potential-meeting ownership, reviewing activity, and opening...
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
The client-scoped prospect list with search, searchable filter properties, saved views, CSV import and identity-based dedupe, contact...
Read guideContact Search
Find net-new target prospects for a client with ICP filters, automatic duplicate suppression, review results, and add qualified contacts to...
Read guideUpload History
Audit client contact batches with total and unique counts, new and updated row breakdowns, source badges, ownership, search, re-tagging,...
Read guideDeal Room Builder
Build a buyer-ready deal room from a blank starting point or one of three templates, then customize sections, visibility, and the live...
Read guideDeals
The client's own sales pipeline as a kanban board: add deals, drag them between stages, and track them from first stage to won or lost.
Read guideDeal Stages
Define the client's pipeline stages: add, rename, reorder, and mark won or lost stages that drive the Deals board.
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: open the live site or live sales deck, manage blog, glossary, per-page SEO,...
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 guideReceptionist
An AI receptionist that answers this client's phone number, takes messages, and logs every call with a recording and transcript.
Read guideSocial (Client)
A client (or a staff member via the Client Switcher) connects their own social accounts, sends test posts, and reviews what has published....
Read guideBooked Meetings
Track booked meetings, reminders, follow-up calls, and reschedule history, with optional review based on distinct dial-session attempts for...
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 meeting follow-up worklist plus inbound callback recovery with redial, callback-context contact activity, assignment, snooze,...
Read guidePotential Meetings
Work warm prospects and active Potential Meetings in follow-up order, with campaign and email-alias ownership, filters, engagement stages,...
Read guidePlaybook
Live client strategy document with scripts, emails, meeting guidance, launch planning, comments, and safe recovery for removed Auto-Email...
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 guideEmail Templates
Manage inbox reply templates, dialer disposition follow-ups and meeting-booked emails (Asked for Info defaults to auto-send), custom...
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 meeting owners for the selected client, monitor routing coverage, and safely reassign future bookings before deactivation.
Read guideMeeting Reminders
Configure automated meeting reminder emails: subject, timing, CC/BCC, and a test send.
Read guideNotifications
Choose which available SalesHive updates you receive and which delivery channels carry them.
Read guidePhone Settings
Manage inbound dialer routing (employees) and voicemail greetings (employees and clients) for each phone number on the selected client's...
Read guide/platform/settings/calendar
Connect your calendar, manage booking links, and (staff) review client calendar setup and default booking instructions.
Read guideScheduling
Scheduling has been merged into the Calendar page. This route now redirects to /platform/settings/calendar.
Read guideSettings
A simple hub for your SalesHive account details, notification updates, and employee access to the current client view.
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 client logins for the selected deal, including invites, existing-login access, passwords, archived access, and admin previews.
Read guideCalling Scripts
Generate cold-call scripts from a client’s Playmaker, import existing scripts, and save, duplicate, apply, or export versions with reusable...
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 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, contract, deposit (when required), Playmaker, onboarding progress, calendar invite recipients,...
Read guideAnswers, not run-around
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