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.
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📘 SalesRevv Training: Tasking SectionOrganize follow-ups, outreach, and reminders in SalesRevv’s Tasking section.
📘 SalesRevv Training: Dashboard TabQuick guide to understanding and using your Dashboard.
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 SectionCentralize all client communication in SalesRevv’s Inbox for full visibility.
📘 SalesRevv Training: Logging and executing Staff ActivityLog calls and in-person conversations in the Inbox to give SalesRevv full context.
📘 SalesRevv Training: Pipeline Action ControlsControl client progress in Pipelines with pause, stop, or move actions in SalesRevv.
📘 SalesRevv Training: AI Assistant Controls for ClientManage Hailee’s outreach and reply settings in each client’s profile controls.
📘 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: Clients TabAccess, filter, and manage client records in SalesRevv’s centralized Clients tab.
📘 SalesRevv Training: Client ProfileQuickly view full client details in SalesRevv’s Client Profile from any page.
📘 SalesRevv Training: Logging NotesLog and view client notes in SalesRevv, synced to your POS for full visibility.