Step 1: Create Free Account

• Register here

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Step 2: Invite Team Members

* You can add team members from your Dashboard or your Command Center

• To see interaction data for team members: Provide their first name, last name, and email
• Invite as many team members as you’d like & add or edit team members in the Command Center

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Step 3: Activate Integrations

* Saleboat currently integrates with Gmail, Gmeet, and RingCentral. You can also revisit this step via your Command Center.

• To connect your accounts, simply use the modal on the right side of your Dashboard:
  • Phone Calls
    • Click RingCentral
    • Provide the phone number associated with your RingCentral Accounts
      • No team member action is required
    • If you don’t use RingCentral:
      • Click the voip system you use to be notified when the integration is live or click ‘I don’t see my platform’ to request a platform
  • Video Meetings
    • Click Google Meet
    • Sign into your Google account
      • No team member action is required
    • If you don’t use Google Meet:
      • Click ‘I don’t see my platform’ to request a platform
  • Emails
    • Click Gmail
      • Send will send a verification link to the team members you’ve added to your team via Saleboat
    • Ask your team to verify their account via the link sent to their email
    • If you don’t use Gmail:
      • Click ‘I don’t see my platform’ to request a platform

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Step 4: View Insights

* To view insights data, you must connect at least one team member and one platform

• Once your team members are added and your platforms are connected, your insights page will begin populating with activity data in 2-5 minutes.
• Populated data will show you total interaction time for each team member per hour of their day