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Onboarding

If you need help with getting started, initial LinkedIn connection, automation setup, leads importing - make sure to explore this article.

Peter avatar
Written by Peter
Updated over 2 months ago

GetSales is a very powerful yet complex software to manage multichannel outbound. That's why onboarding is extremely important to get to know the platform, prevent simple mistakes and get maximum value out of it.

We offer a couple options for our customers to explore the platform efficiently.

1. The simplest way is to watch the onboarding videos on the onboarding dashboard - https://amazing.getsales.io/dashboard/get-started

A screenshot of the onboarding dashboard inside the GetSales platform, so you can easily find it

For your convenience there are 9+ onboarding videos with detailed explanations to help you get to know the platform.

2. Weekly public onboarding session - https://tidycal.com/pk4/weekly-getsales-onboarding . You can join the session and find answers & help with any questions. If the next week doesn't, book it in a week.

A screenshot of the scheduling page

1.3. If you still need help - feel free to address your question to the technical support. Make sure to provide as much information & details as possible to get the best & precise answer/ help.

1.4. Upon your request we can as well recommend some of GetSales Partners to help you set your account up and running. As a matter of fact, they'll charge for the consultancy services.

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