How to pass through onboarding?
When you join SalesHandy, we ask you a few basic questions as a process of onboarding. This helps us to serve you better and improve our product simultaneously.
Follow the below steps to pass through the onboarding process:
- On the welcome page, add your work profile and your team size. For e.g., if you are a director of a company of 80 employees, then select director in "What describes you?" and select 20-100 people in "How will you use Saleshandy".
- Click Next and select which all features you are going to use in SalesHandy. (This won't restrict you from other features. It is just for our understanding)
- On clicking Next, you will get an option to download chrome or outlook plugin. Select the respective plugin and click Next.
- Select your respective email service provider and allow access.
Your account is all set with SalesHandy. Welcome to your brand new SalesHandy dashboard.
Check out this gif to understand the onboarding process better: