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High Velocity Sales Impl Guide

High Velocity Sales Impl Guide

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SET UP HIGH VELOCITY SALES

CONSIDERATIONS FOR SETTING UP HIGH VELOCITY SALES

ENABLE HIGH VELOCITY SALES FEATURES

Exclude Emails and Events from Being Added to Salesforce for All Users
Set Default Activity Sharing for Einstein Activity Capture Users
Let Users Share Activities with Groups

SELECT WHO CAN USE HIGH VELOCITY SALES

CONFIGURE HIGH VELOCITY SALES FEATURES

Set Up Lightning Dialer for High Velocity Sales
Enable Lightning Dialer
Add Dialer to the Utility Bar
Set Up Einstein Lead Scoring for High Velocity Sales
Add the Sales Cadence Field to Record Layouts
Add the Sales Cadence Field to List Views
Add the Work Queue Component to Email Integration Panes for Outlook and Gmail

TELL YOUR TEAM TO SET UP THEIR HIGH VELOCITY SALES APP

Get Sales Managers Started with High Velocity Sales
Get Sales Reps Started with High Velocity Sales

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