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.
66 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 agent workspace for staff and clients, with the current provisioned role fleet, friendly Activity cards, role-restricted...
Read guideCall History
Review, correct, filter, and export campaign calls, including imported history, from an organized filter workspace.
Read guideCampaign Inbox
Read and reply to the selected client’s mailbox email, with safe AI Reply decisions, triage, templates, drafts, attachments, and campaign...
Read guideCampaigns
Create and manage client campaigns, with live counts, diagnostics, filtered calling pools, and safe campaign combines.
Read guideEmail History
Browse campaign email history with a latest-email 30-day default, filters, sorting, pagination, and contact 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 guide/platform/campaigns/session-history
Review client dial sessions with Eastern Time timestamps, date-range totals, paginated detail, recording playback, and CSV export.
Read guideWeekly Meeting Update
Review client performance and meeting rows, use the last seven completed days by default, write What happened this week and Challenges,...
Read guideCampaign Detail
Manage a campaign’s settings, contacts, copy, outreach, and reporting.
Read guideContact Detail
Review one prospect, edit contact and configured custom fields, and manage follow-up and outreach.
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, including clearly marked referral provenance.
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 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
Manage booked meetings, ownership, reminders, reschedule follow-up, and meeting actions for the selected client.
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 and Asked for Info worklists plus inbound callback recovery, with current confirmation milestones, stage-aware...
Read guidePotential Meetings
Work warm prospects, prioritize follow-ups, and convert active potentials into booked meetings.
Read guidePlaybook
Live client strategy document with evidence-grounded AI generation, approved Google Doc references, scripts, emails, launch planning, and...
Read guidePlaymaker
Capture client onboarding intake, auto-save source material, and create evidence-grounded AI drafts for the downstream Playbook.
Read guideUsers
Invite and manage client workspace members during onboarding, with passwordless email-code access and deal-scoped controls.
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
Per-client suppression list across six manual tabs, plus a separate read-only Meeting Suppression tab for live automatic meeting matches.
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 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
Manage sender identity, mailbox connections, and guarded inbox responder settings for a client's mailboxes.
Read guideEmail Templates
Create, test, and manage reusable inbox, disposition, and campaign email copy for the selected client.
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 (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. 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 with passwordless email-code access, archiving, access removal, and admin previews.
Read guideCalling Scripts
Build and manage calling scripts, with the current Playbook snapshot selected and labeled.
Read guideCase Studies
Draft a customer win story (challenge, solution, outcomes) from a client's Playmaker, then review and share.
Read guideDeliverability
Review client email health, filter sending-domain activity, choose a test mailbox, and understand domain-limited bounce and unsubscribe...
Read guideEmail Cadences
Create, write, edit, and apply Post-Call and Auto-Cadence email campaigns, while client sessions review saved versions.
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, completed recordings, contract, deposit (when required), Playmaker, onboarding progress,...
Read guideAnswers, not run-around
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