Workspace
This section provides a comprehensive walkthrough of the Inbox and all its features, covering everything from managing conversations and logging staff activity to configuring display settings, pipeline controls, AI assistant options, and opt-in management.
12 articles
- 📘 SalesRevv Training: Creating & Managing Client ListsLearn how to create and manage saved Client Lists in SalesRevv using templates and custom filters for quick client access, targeted campaigns, and Opportunities Board customization.
- 📘 SalesRevv Training: Understanding & Customizing Your Opportunities BoardLearn how to use and customize the SalesRevv Opportunities Board to view active Pipelines, track client tasks, organize opportunities, and add custom Client Lists for daily staff workflows.
- 📘 SalesRevv Training: Tasks OverviewLearn how to use the SalesRevv Tasks tab, including staff and AI tasks, skipped tasks, filters, creating and editing tasks, and why completing tasks in SalesRevv matters.
- 📘 SalesRevv Training: Completing a TaskLearn how to complete a task in SalesRevv, including opening the client profile, making the call, logging what happened and using Save & Finish Task.
- 📘 SalesRevv Training: Analytics TabQuick guide to understanding your analytics including tracking tasks and activity.
Inbox
This section walks you through every aspect of the Inbox, from navigating the inbox layout and logging staff activity to managing conversation settings, pipeline actions, AI assistant controls, and opt-in management.
- 📘 SalesRevv Training: Inbox OverviewLearn how to navigate the SalesRevv Inbox, including inbox categories, saved views, paused clients, engagement history, conversation actions, contacting clients and the client quick view.
- 📘 SalesRevv Training: Contacting Clients & Logging ActivityLearn how to text and email clients from the SalesRevv Inbox, track SMS segments, use variables and templates, and log phone calls and in-person visits so Hailee has full context.
- 📘 SalesRevv Training: Client Profile & Controls in the InboxLearn how to use the client profile in the SalesRevv Inbox, including member health, customizing the view, pipeline pause and stop, Hailee's outreach and reply controls, and contact preferences.
- 📘 SalesRevv Training: Opt-In ControlsManage client communication permissions and compliance in the Opt-In section.
Clients
This section covers everything related to managing your clients, from navigating the Clients Tab and reviewing individual client profiles to logging notes and tracking interactions.
- 📘 SalesRevv Training: Understanding & Navigating the Clients TabLearn how to navigate the SalesRevv Clients tab, customize your client list view, use advanced filters, access saved Client Lists, and review individual client profiles.
- 📘 SalesRevv Training: Client Profile OverviewLearn how to use the full SalesRevv client profile, including notes visible to AI, pipeline history and Why Not, tasks, billing, bookings, forms, linked accounts and downloading a client record.
- 📘 SalesRevv Training: Logging NotesLog and view client notes in SalesRevv, synced to your POS for full visibility.