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Mastering the Sales Opportunities Tab: A Comprehensive Guide

Mastering the Sales Opportunities Tab: A Comprehensive Guide

Mastering the Sales Opportunities Tab: A Comprehensive GuideLauren Davis

The Sales Opportunities tab is your new secret weapon for capturing high-conversion deals that might otherwise slip through the cracks. This in-depth, step-by-step guide will walk you through everything you need to know to use it effectively.

SalescampaignsFeatures
How to Launch a Manual Campaign in Sellify AI

How to Launch a Manual Campaign in Sellify AI

How to Launch a Manual Campaign in Sellify AILauren Davis

Learn how to launch a manual campaign in Sellify AI using a custom CSV list. This guide covers field formatting, file setup, and limitations of non-CRM integrated campaigns.

campaigns
How to Use Events in Sellify AI Templates

How to Use Events in Sellify AI Templates

How to Use Events in Sellify AI TemplatesLauren Davis

New Blog PoLearn how to integrate and configure Events within Sellify AI templates to flag events and get notifications based on customers’ responses. st Description

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How to Use Templates in Sellify AI to Build Your Ideal Conversation Flow

How to Use Templates in Sellify AI to Build Your Ideal Conversation Flow

How to Use Templates in Sellify AI to Build Your Ideal Conversation FlowLauren Davis

Sellify AI offers prebuilt templates to help you launch faster. Learn how to select, customize, and price your ideal conversation flow using templates.

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Frequently Asked Questions

Let's get back to making you money.

Question 1: Will I be charged if I add other users to my account? And is there a user limit?

No, we do not charge you extra for adding more users. There is not a user limit either! We only charge you on sales made- so feel free to invite your team and get them onboarded.

Question 2: I am stuck! How do I request custom onboarding or support?

Need guided onboarding? Email [email protected] or speak with your account executive to schedule personalized training or campaign setup help.

Question 3: How does Sellify AI handle/calculate commissions?

Sellify AI uses a performance-based commission model. You only pay when we close sales, book appointments, or achieve your campaign goal. Commission percentages vary by industry and whether the sale is outbound, inbound, or appointment-based.

Question 4: How do I register a toll-free number for SMS campaigns?

To send SMS campaigns, you must register a verified toll-free number via a supported carrier like Twilio. Registration involves: creating an account on Twilio's website, verifying your business and confirming compliance with messaging guidelines. Once registered, you can add the number into Sellify AI.