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.
69 guides · Grouped by area · Synced with every platform release
CRM
Platform
Call History
Review, configure, filter, correct, export, and open linked campaign call records.
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, safe two-SDR campaign splits, and role-aware...
Read guideEmail History
Browse email history and export filtered delivery and engagement details.
Read guideManual Dialer
Place and log one-off calls, including live touch tones for IVRs and extensions.
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-ready performance, including Email open rate, and complete meeting updates.
Read guideCampaign Detail
Manage campaign status, contacts, contact eligibility, copy, reporting, and Asked for Info extra Cc recipients.
Read guideContact Detail
Review one prospect, edit contact and custom fields, log meetings, open saved recordings, and drill from activity into its source call or...
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 with a tailored table of outreach and enrichment data.
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
Review the selected client's booked meetings with saved SDR queue ownership and authorized manager visibility.
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 Detail
Review one booked meeting, play its recording, and correct an accidental Meeting Set when authorized.
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 the selected client's warm prospects using saved SDR queue ownership and authorized manager visibility.
Read guideVideo Calls
Start, schedule, and join deal-scoped video calls with pre-join background setup, recording, transcripts, and microphone recovery.
Read guideDocuments
The selected client's shared materials library, with batch uploads, per-file results, direct viewing, and downloads.
Read guidePlaybook
Live client strategy document with editable saved meeting and campaign email copy for internal editors.
Read guidePlaymaker
Capture the selected client strategy and materials with shared navigation and reversible staff presentation mode.
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
Selected-client suppression controls, with confirmed client Domain and Email imports plus staff-only wider management.
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 a CRM connection with safe historical-import confirmation, sync controls, testing, and health checks.
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 and manage client email templates, including Asked for Info extra Cc recipients.
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 Reminders
Configure the selected client\047s pre-meeting prospect reminder emails within Meeting Settings.
Read guideMeeting Settings
Manage the selected client\047s meeting owners, reminders, and post-meeting outcome email in one workflow.
Read guideNotifications
Choose which available SalesHive updates you receive and which delivery channels carry them.
Read guideOutcome Email
Configure the selected client\047s deal-wide post-meeting owner update, timing, content, and safe test preview.
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, More-menu access actions, bounded booked-meeting status access, archiving, and admin previews.
Read guideCalling Scripts
Create and review calling scripts before intentionally applying a selected saved version to a campaign.
Read guideCase Studies
Create and review a customer case study for the selected client before sharing it.
Read guideDeliverability
Review selected-client sending health and recommendations before using an appropriate dashboard control.
Read guideEmail Cadences
Create and review Post-Call and Auto-Cadence drafts with optional A/B variants before applying them to a campaign.
Read guideLanding Pages
Create, review, and share a saved campaign landing page from approved client positioning.
Read guideOne Sheets
Create, review, and share a single-page leave-behind from approved client context.
Read guideSales Deck
Create and review a prospect deck before making its 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
The short version is on the surface. Open any question to go deeper.
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