Settings
This section covers your personal account configuration, including managing notifications, setting up team accounts and roles, billing and segments, and configuring compliance messaging settings.
7 articles
- đ SalesRevv Training: Team Accounts & RolesManage access for your staff by creating and assigning login accounts with specific permissions.
- đ SalesRevv Training: Settings OverviewLearn how to manage your SalesRevv settings, including your profile, sign-in, personal notifications, location information, team invites, billing, business email, SMS activity logging, voice, compliance, and the audit log.
- đ SalesRevv Training: NotificationsStay on top of tasks with customizable SalesRevv notifications via pop-ups, sounds, or emails.
- đ SalesRevv Training: ComplianceLearn how to manage SalesRevv Compliance settings, including VoIP call recording consent and required first-time SMS compliance messages.
- đ SalesRevv Training: Configuring VoIPLearn how to configure your SalesRevv phone line (VoIP) and phone number settings, including incoming call routing, Ring Groups, Call Trees, users, devices, and voicemail.
- đ SalesRevv Training: Working as a Staff MemberLearn how to use the Working As feature to track tasks, calls, and activity by individual staff members while using a shared SalesRevv login.
- đ SalesRevv Training: Linking Your Business EmailLearn how to connect and verify your business email address in SalesRevv so AI emails and email campaigns can be sent from your business address.