Every page of the platform, explained.
Step-by-step guides to the SalesHive platform: campaigns, the dialer, the inbox, reporting, and account settings. Written by the team that runs outbound for thousands of B2B clients.
71 guides · Grouped by area · Synced with every platform release
Platform
Chat
Message your SalesHive team in a deal-scoped conversation with search, threads, links, files, and saved drafts.
Read guideMeeting Details
Review a client meeting occurrence, available media, and its Meeting Summary in a clear Video Conferencing detail workspace.
Read guideVideo Conferencing
Join SalesHive Video, present any remote screen share clearly, and use the shared meeting workspace safely.
Read guideContact Detail
Review one prospect, manage notes and follow-ups, use exact same-day redial when eligible, and record granted meeting outcomes.
Read guideContact Enrich
Enrich a single prospect by email or by name, with or without a company, to fill in phone, LinkedIn, title, and company details.
Read guideContacts
Search, segment, import, export, and remove client contacts by selection or exact email list.
Read guideContact Search
Find net-new target prospects for a client, review results, add qualified contacts, and archive past searches safely.
Read guideEmail Validation
Validate a cleaned client CSV with a pre-credit preview, duplicate protection, asynchronous progress, and downloadable verdicts.
Read guideUpload History
Audit client contact batches and send a live list roster to the client Files tab.
Read guideDeal Room Builder
Build a buyer-ready deal room from a blank starting point or one of three templates, then customize sections, visibility, and the live...
Read guideDeals
The client's own sales pipeline as a kanban board: add deals, drag them between stages, and track them from first stage to won or lost.
Read guideDeal Stages
Define the client's pipeline stages: add, rename, reorder, and mark won or lost stages that drive the Deals board.
Read guideInbound
Review a selected client's website, SEO, advertising, OpenAI Ads measurement, content, and receptionist coverage.
Read guideInbound Blog
Manage blog posts on a selected client's hosted website, including drafts, publishing, SEO fields, live views, and deletion.
Read guideInbound Glossary
Manage glossary terms on a selected client's hosted website, including definitions, publishing, SEO fields, live views, and deletion.
Read guideInbound Receptionist
Configure a selected client's AI phone receptionist, training files, connected number, and call recordings or transcripts.
Read guideInbound SEO
Manage a selected client's website titles, meta descriptions, eligible social-share images, defaults, and live page previews.
Read guideInbound Social
Connect and manage a selected client's Facebook, Instagram, LinkedIn, and X accounts with deal-scoped post history.
Read guideMedia
Browse, search, and upload images for the selected client's hosted website.
Read guideBooked Meetings
Review booked meetings, update shared inline notes, work employee follow-ups, or record a granted client outcome.
Read guideFollow-Ups
Work follow-up stages, activity, safe closure, server-fresh Dialer returns, and truthful warm follow-up calling eligibility.
Read guideMeeting Analysis
Connect a rep's Zoom, then get an AI breakdown of recorded meetings: score, summary, next steps, buying signals, and rep coaching.
Read guideMeeting Detail
Review one booked meeting, edit employee fields, or record a narrowly granted client outcome from Meeting Set.
Read guidePotential Meetings
Work authorized warm prospects with truthful calling eligibility, safe bulk selection, notes, status, and booking controls.
Read guideDocuments
Organize a selected client's shared onboarding materials with batch uploads, Google and Office files, links, responder flags, and...
Read guidePlaybook
Review and update the client strategy field by field before applying reversible Playmaker-grounded changes.
Read guidePlaymaker
Capture client strategy with website-grounded drafting, protected autosave, accurate leave warnings, and read-only lane previews.
Read guideUsers
Invite and manage client workspace members during onboarding, with passwordless email-code access and deal-scoped controls.
Read guideCall History
Review, search, correct, and export calls while preserving safe contact status behavior.
Read guideCampaigns
Review campaigns, expand practice assignments, export full performance history, and complete live Call AFI and email preflight.
Read guideEmail History
Browse sent emails, compare filter-aware sequence-step performance, review human replies, and export the current view.
Read guideInbox
Review selected-client mailbox conversations, delivery failures, triage, follow-up dates, embedded images, filters, and drafts or replies,...
Read guideManual Dialer
Place ad hoc calls with browser audio ready first, clear unavailable-number recovery, and linked call logs when a contact is selected.
Read guideOutbound Dashboard
Review client outcomes, readable metric definitions, period-aligned activity, call depth, and client-pinned Jettly journey reporting, with...
Read guide/platform/outbound/[id]
Configure campaigns, review cadence and engagement, and manage campaign-specific custom outcome reports and call workflows, with native CRM...
Read guideSession History
Audit selected-client dial sessions, canonical activity totals, recordings, emails, filters, and CSV exports.
Read guideWeekly Meeting Update
Build, publish, and revise a client-ready weekly report with separate calling rates, reusable layout, private notes, and frozen evidence.
Read guideAPI Keys
Manage deal-scoped API credentials, separate integration keys, access eligibility, usage, replacement, revocation, and audit history.
Read guideBlacklist
Manage selected-client suppression records with normalized single entries and previewed, validated CSV imports.
Read guideCalendar
Connect your calendar, manage booking links and ordinary guest-aware invite titles, and review client setup and booking instructions.
Read guideClient Billing
Review the selected parent client's Zoho or Stripe billing profile, subscription, payment details, invoices, and credits.
Read guideCRM Connection Detail
Manage a CRM connection, test sync, and recheck resolved provider setup warnings safely.
Read guideCustom Fields
Define custom contact data fields that appear on contact detail, imports, and exports.
Read guideEmail Accounts
Manage sender identity, mailbox connections, and guarded inbox responder settings for a client's mailboxes.
Read guideEmail Templates
Manage inbox replies, disposition emails, campaign copy, custom outcomes, and reporting actions.
Read guideGeneral Settings
Your account settings: theme for this browser and, for client portal accounts, a name profile plus secure passwordless email-code sign-in.
Read guideIntegrations
Connect a client CRM, map fields, match SalesHive values to allowed CRM dropdown options, preview the validated record, and monitor sync...
Read guideMeeting Goals
Set and track a client's weekly booked-meeting target against meetings set and held over 12 weeks.
Read guideMeeting Reminders
Configure the selected client\047s pre-meeting prospect reminder emails within Meeting Settings.
Read guideMeeting Settings
Manage the selected client\047s meeting owners, reminders, and post-meeting outcome email in one workflow.
Read guideNotifications
Choose which SalesHive updates you receive, including the opt-in Daily Analytics Summary email.
Read guideOutcome Email
Configure deal-wide owner outcome requests sent from the dedicated SalesHive Notifications mailbox.
Read guidePhone Settings
Manage inbound dialer routing (employees) and voicemail greetings (employees and clients) for each phone number on the selected client's...
Read guideScheduling
Scheduling has been merged into the Calendar page. This route now redirects to /platform/settings/calendar.
Read guideSettings
Open account, notification, meeting, and employee-only selected-client workflow settings from one hub.
Read guideSignatures
Build the email signature for a client's outreach with sender name, title, phone and company merge tags, default templates or a custom...
Read guideTeam Members
Manage selected-deal client logins, bounded meeting-status access, and deal-locked admin previews.
Read guideCalling Scripts
Create, categorize, apply, archive, restore, and safely retire saved calling scripts.
Read guideCase Studies
Create and review a customer case study for the selected client before sharing it.
Read guideDeliverability
Review seven-day selected-client sending health, paginated mailbox evidence, placement, reputation, copy reviews, and next actions.
Read guideEmail Cadences
Create and organize reusable email sequences, then apply reviewed copy to one or several selected campaigns.
Read guideLanding Pages
Create, review, and share a saved campaign landing page from approved client positioning.
Read guideOne Sheets
Create, review, and share a single-page leave-behind from approved client context.
Read guideSales Deck
Create and review a prospect deck before making its editable Google Slides file.
Read guideClient Portal
Client Deal Room
Your private partnership page for meetings, completed recordings, contract, deposit (when required), Playmaker, onboarding progress,...
Read guideClient Deal Room
A private deal room with a customized welcome, buyer-facing sections, progress, resources, agreement signing, and signed-document download.
Read guideAnswers, not run-around
The short version is on the surface. Open any question to go deeper.
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