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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.

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Frequently Asked Questions

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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.