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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 Sales Dialer for High Velocity Sales
Enable Sales Dialer
Add Dialer to the Utility Bar
Define Call Results for Branching
Set Up Einstein Conversation Insights
Connect Recording Providers
Define Call Insights
Set Up Einstein Lead Scoring for High Velocity Sales
Set Up ThirdParty Scoring for High Velocity Sales
Add the Sales Engagements Component to Record Pages
Set Up Scheduled Email Management for High Velocity Sales
Display Key Sales Cadence Fields on List Views
Set Up Sales Cadence Fields on Record Layouts
Add Sales Cadence Actions to Page Layouts
Add the Work Queue Component to Email Integration Panes for Outlook and Gmail
Customize the Work Queue

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

OPEN CTI AND HIGH VELOCITY SALES

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