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.
1
Connect your CRM
Connect either Hubspot, Salesforce, or Zoho CRM to start syncing data instantly.
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.
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.