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.
65 guides · Grouped by area · Synced with every platform release
CRM
Platform
Agent Metrics
Deal-scoped agent usage report for the selected client, using the current provisioned role fleet with labels such as Agent Director and...
Read guideClient Agents
Deal-scoped workspace for signed clients and staff to use the complete available client role catalog, focused memory, managed setup, clear...
Read guideContact Detail
Review one prospect, edit contact details, call eligible follow-ups, and follow activity and safely matched meeting recordings.
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, segment, and manage client contacts, then export tailored contact and campaign activity data.
Read guideContact Search
Find net-new target prospects for a client, review results, add qualified contacts, and archive past searches safely.
Read guideEmail Validation
Validate a cleaned client CSV with a pre-credit preview, duplicate protection, asynchronous progress, and downloadable verdicts.
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 guideInbound
Review a selected client's website, SEO, advertising, OpenAI Ads measurement, content, and receptionist coverage.
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, connected number, and call recordings or transcripts.
Read guideInbound SEO
Manage a selected client's website titles, meta descriptions, eligible social-share images, defaults, and live page previews.
Read guideInbound Social
Connect and manage a selected client's Facebook, Instagram, LinkedIn, and X accounts with deal-scoped post history.
Read guideBooked Meetings
Review booked meetings, reusable filters, compatible campaigns, and campaign-grouped follow-up calls.
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, play its recording, and correct an accidental Meeting Set when authorized.
Read guideMeeting Follow-ups
Per-client follow-up worklists with stored meeting timezones, presentation views, Calendar, callbacks, and dials that return to the same...
Read guidePotential Meetings
Work the selected client’s authorized warm prospects with scope-aware filters, Set By attribution, saved table layout, activity history,...
Read guideVideo Calls
Run deal-scoped video calls with your AI Rep, safe default microphone selection, reliable camera controls, floating-overlay chat,...
Read guideDocuments
The selected client's shared materials library, with batch document and image uploads, per-file results, direct viewing, and downloads.
Read guidePlaybook
Live client strategy document with Leadership and SDRs groups, full email font controls, gold Restore on deleted cards, editable Launch...
Read guidePlaymaker
Capture the selected client strategy and materials with shared navigation, generation progress, and reversible staff presentation mode.
Read guideUsers
Invite and manage client workspace members during onboarding, with passwordless email-code access and deal-scoped controls.
Read guideCall History
Review, configure, filter, correct, export, and open linked campaign call records.
Read guideCampaigns
Review client campaigns and create paused campaigns that are ready to configure before activation.
Read guideEmail History
Browse email history and export filtered delivery and engagement details.
Read guideOutbound Dashboard
See a selected client's meetings, pipeline, outreach efficiency, and verified human engagement by reporting period.
Read guideWeekly Meeting Update
Build a client-ready weekly report with a private automated draft preview, editable full draft, and preserved source.
Read guideAPI Keys
Manage the selected client's one production API key, copy its base URL, replace it when a fresh value is needed, or revoke it.
Read guideBlacklist
Selected-client suppression controls, with confirmed imports and paginated blacklist results.
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 with safe historical-import confirmation, sync controls, testing, and health checks.
Read guideCustom Fields
Define custom contact data fields that appear on contact detail, imports, and exports.
Read guideEmail Accounts
Manage sender identity, mailbox connections, and guarded inbox responder settings for a client's mailboxes.
Read guideEmail Templates
Review or manage a selected client's inbox, disposition, and campaign email copy, including Meeting hand-off Company Website and full email...
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's CRM, search and map destination fields, review the live record preview, and monitor sync health.
Read guideMeeting Goals
Set and track a client's weekly booked-meeting target against meetings set and held over 12 weeks.
Read guideMeeting Reminders
Configure the selected client\047s pre-meeting prospect reminder emails within Meeting Settings.
Read guideMeeting Settings
Manage the selected client\047s meeting owners, reminders, and post-meeting outcome email in one workflow.
Read guideNotifications
Choose which available SalesHive updates you receive and which delivery channels carry them.
Read guideOutcome Email
Configure the selected client\047s deal-wide post-meeting owner update, timing, content, and safe test preview.
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. Saving a...
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 with sender name, title, phone and company merge tags, default templates or a custom...
Read guideTeam Members
Manage selected-deal client logins, More-menu access actions, bounded booked-meeting status access, archiving, and admin previews.
Read guideCalling Scripts
Create, review, and apply calling scripts, and mark one saved version as the living client default.
Read guideCase Studies
Create and review a customer case study for the selected client before sharing it.
Read guideDeliverability
Review selected-client sending health, safe capacity, and placement results before choosing an employee control.
Read guideEmail Cadences
Create, refresh, and review Playbook and manual email campaigns, including full font, size, color, and capitalization controls before...
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
Your private partnership page for meetings, completed recordings, contract, deposit (when required), Playmaker, onboarding progress,...
Read guideClient Deal Room
A private deal room with a customized welcome, buyer-facing sections, progress, resources, agreement signing, and signed-document download.
Read guideAnswers, not run-around
The short version is on the surface. Open any question to go deeper.
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