This article provides all the information you’d need to set up your account and get started on your journey to doubling your pipeline.
Setting up your account
When you sign up and log in to your RevenueHero account for the first time, you’ll need to set up the following three things to get the maximum value.
Connect either Hubspot, Salesforce, or Zoho CRM to start syncing data instantly.
Create a Team
Create sales teams like US Sales, SDRs, etc. Invite respective members to each team.
Add a router to start qualifying & routing leads to the right sales representative.
Organization set up
Every organization is unique. That’s why, you can customize how your scheduler looks, feels, and behaves.
If you’re an admin of your account, below are some helpful links to help you set up your organization’s account to match your brand’s guidelines.
Add organization details
Give your organization account a name, add your logo, and set your time zone.
Customize how your scheduler appears for your visitors.
Set up custom domain
Keep your scheduler on your own custom domain.
Configure round-robin distribution
Configure how meetings are distributed between your sales reps.
Personal profile set up
If you’re a sales rep who gets meetings assigned, there are a few things that you’ll need to make sure you set up to get meetings booked into your calendar seamlessly.
Set up your availability
Define your availability to let prospects book meetings in your calendar.
Connect your Google or Outlook Calendar to start receiving meetings on your calendar.
Integrate Conference Tool
Connect your Conferencing tool like Zoom, Google Meet or Microsoft Teams to auto-generate links on meetings.