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.
74 guides · Grouped by area · Synced with every platform release
Platform
Chat
Message the selected client’s authorized conversations with threads, files and saved drafts.
Read guideMeeting Details
Read the selected client meeting’s recording, shared notes and transcript.
Read guideVideo Conferencing
Create reusable meeting links and review recordings and shared notes in the selected client workspace.
Read guideContact Detail
Review a prospect, choose email and call channels, manage follow-ups, and audit client-scoped activity.
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, sort, segment, import, export, and safely remove contacts for the selected client.
Read guideContact Search
Find net-new prospects with validated targeting filters, readable errors, safe review, and client-scoped suppression.
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
Check inbound setup evidence, then review the selected client's website, search, advertising and lead measurement.
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, distinguish Meeting Owner from Set By, and filter, arrange or export the list.
Read guideFollow-Ups
Review, prioritize, pause, schedule, and complete active follow-up work with verified activity evidence.
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 Set By attribution, truthful call eligibility, notes, status, and booking controls.
Read guideDocuments
Organize onboarding materials and import a TAM CSV reference into Lists with the correct visibility.
Read guidePlaybook
Review and safely edit client strategy, meeting emails, launch settings, scripts, and controlled Playbook updates.
Read guidePlaymaker
Capture client strategy, add MP3 recordings, and review scheduled takeover accounts through a protected read-only preparation lane.
Read guideUsers
Manage client logins, assign roles, and customize individual permissions for the selected client.
Read guideCall History
Review, filter, correct, and export calls, including canonical Human Connection flags and client-specific outcomes.
Read guideCampaign Details
Configure campaigns, segment contacts, and review role-appropriate email and call performance.
Read guideCampaigns
Review campaign performance, share calling between SDRs, and prepare campaigns for safe outreach.
Read guideEmail History
Browse sent emails, compare filter-aware sequence-step performance, review human replies, and export the current view.
Read guideEmail Inbox
Review selected-client mailbox conversations, triage, drafts, safe sends, and delivery that needs a Sent Mail check.
Read guideManual Dialer
Place manual calls, retry unfinished hangups, resolve calling-line issues, and save contact-linked call logs.
Read guideOutbound Dashboard
Review outreach performance, choose a reporting period, and use account history and matching exports when available.
Read guideOutbound Task Activity
Review scoped outbound activity and session summaries using matching report and export filters.
Read guideOutbound Tasks
Complete optional sequence tasks, or open Campaigns for independent campaign calling.
Read guideOutreach Sequences
Build reusable call and email sequences, then choose contacts separately.
Read guideSession History
Audit selected-client dial sessions, Qualified Conversation talks, 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, preview validated CSV imports, and review live meeting protections without false...
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
Find client mailbox details or manage sender identity and connections when your role allows it.
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
Track launch-wide meeting results separately from goal coverage, complete-period attainment, and future plans.
Read guideMeeting Reminders
Review the selected client’s pre-meeting reminders and configure them with the required management access.
Read guideMeeting Settings
Find active meeting owners and scheduling links, or manage meeting workflows when your role allows it.
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
Prepare a personalized client voicemail greeting, review it and save it to the selected phone numbers.
Read guideScheduling
Scheduling has been merged into the Calendar page. This route now redirects to /platform/settings/calendar.
Read guideSettings
Open your personal preferences and the selected-client settings available to your role.
Read guideSignatures
Preview and copy your SDR sending-account signature, or manage client signatures when your role allows editing.
Read guideTeam Members
Manage client logins, assign roles, and customize individual permissions for the selected client.
Read guideCalling Scripts
Create, preview, organize, 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
A private deal room with a customized welcome, buyer-facing sections, progress, resources, agreement signing, and signed-document download.
Read guideClient Deal Room
Your private partnership page for meetings, completed recordings, contract, deposit (when required), Playmaker, onboarding progress,...
Read guideAnswers, not run-around
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