Find your way forward.
Practical guides to the platform, from your first campaign to your next report.
96 guides · Grouped by area · Synced with every platform release
Browse by topic
Platform
Contact 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 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 guideInbound
Check inbound setup and performance, review website leads, and preview newsletter eligibility for the selected client.
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 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 guideMedia
Browse, search, and upload images for the selected client's hosted website.
Read guideNewsletter audience
Save and approve a private newsletter draft, and review the selected client's eligible audience. Sending is not available yet.
Read guidePages
Create and review private landing-page drafts, then publish or undo publication when available.
Read guideReceptionist
Configure a selected client's AI phone receptionist, training files and connected number, and review calls, outcomes, messages and missed...
Read guideSocial
Connect and manage a selected client's Facebook, Instagram, LinkedIn, and X accounts with deal-scoped post history.
Read guideView Sales Deck
Open the selected client's published original sales deck from Inbound.
Read guideView Website
Open the selected client's hosted website from Inbound.
Read guideWebsite Leads
Review website leads, edit and publish forms, undo a publication, and choose the owner and alert recipients for new leads.
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
AI contact discovery with structured criteria, including company-level department headcount and number-of-locations filters, previews,...
Read guideResearch Bots
Research custom fields from a CSV, review confidence and missing results, and download completed research with its sources.
Read guideZoomInfo Enrich
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, 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 guideDeal Room
Review launch progress, resources, agreement history, and Playbook Review booking or rescheduling.
Read guideDocuments
Organize onboarding files and links, upload PowerPoint decks, and choose the correct visibility for client materials.
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 the client strategy, team, Calling Context, campaign emails, Call Follow-up Emails, meeting emails and launch plan.
Read guidePlaymaker
Capture client strategy, add documents and PowerPoint decks, and review saved materials for drafting and onboarding.
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 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 guideBlacklist
Manage selected-client suppression records, preview validated CSV imports, and review live meeting and client pipeline protections.
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, sent by email or posted in the client's Slack channel, with 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 guideScheduling
Connect your calendar or scheduling accounts, share booking links, and manage upcoming bookings.
Read guideScheduling
This older address redirects to Scheduling, where you connect your calendar and manage booking links and upcoming bookings.
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
Create and review a prospect deck before making its editable Google Slides file.
Read guideAI Video Reps
Manage AI video reps, approved materials, meeting links, email agents, CRM access and run history.
Read guideAI Video Reps
Manage AI video reps, approved materials, meeting links, email agents, CRM access and run history.
Read guideAI Video Reps
Manage AI video reps, approved materials, meeting links, email agents, CRM access and run history.
Read guideVideo Calls
Create reusable video meeting links, join by browser or phone, and review recordings and shared notes.
Read guideVideo Meeting
Read the selected client meeting’s recording, shared notes and transcript.
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
Open your signed-in Deal Room to review partnership progress, book meetings, access recordings and complete available agreement or...
Read guideA little more help.
Get an answer from a real person
These guides cover the everyday questions. For anything they miss, we are easy to reach.
Contact support
Tell us what you are trying to do and where you got stuck. A real person on the SalesHive team replies, not a ticket bot.
Send us a messageSign in to the platform
Already a client? These same guides are built into the app: open the help panel on any page for the walkthrough that matches the screen you are on.
Open the platformLet’s talk about your sales goals
Ask SalesHive AI about our services, pricing and how we can help your team grow.