SalesHive Help Center

How to get the most out of the platform.

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 every day.

46 guides · Updated continuously

CRM

Account

Login

Sign in as a client or employee; clients land on their personal assistant, employees on role-based defaults with optional welcome...

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Resources

Install app

Add SalesHive to your phone home screen as a full-screen mobile app.

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Platform

Agents

Client Agents

Chat with your personal assistant (clients) or manage each client's role agents (staff); welcome catch-up on login, Agent Dock...

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Campaigns

Call History

Review every call placed for a client with dispositions, AI analysis, recordings, transcripts, and coaching, filterable and...

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Campaign Detail

Campaign dashboard, cadence, contacts, settings, Call Reporting with live supervision, and Email Reporting led by reply rate.

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Campaign Dialer

Run live dial sessions with Redial, on-call voicemail dispositions, AI review, Double Dial timelines, and company-aware voicemail...

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Campaigns

Create, pause, rename, duplicate, and archive a client's outreach campaigns, with live contact, email, call, response, and...

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Email History

Audit every outbound campaign email by date, campaign, and SDR, with Auto-Cadence vs Post-Call split, full email view, and CSV...

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Inbox

Read, triage, and reply to synced Primary and SDR campaign emails for the selected client.

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Manual Dialer

Place ad-hoc one-off calls using a client's numbers, attach to a contact, and log the disposition and notes.

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Session History

Review past dial sessions per client with dials, talks, emails, and average call length, expandable to calls and recordings.

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Contacts

Contact Detail

View and edit one prospect, change status, read activity, and call them from their current campaign dialer.

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Contact Enrich

Enrich a single prospect by email or by name and company to fill in phone, LinkedIn, title, and company details.

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Contacts

Search, filter, save views, import/export, add contacts, change status, and run bulk actions across a client's contact list.

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Contact Search

Find new target prospects to a client's ICP with Apify filters, then add the qualified matches to their Contacts within a monthly...

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Upload History

Audit every contact list imported for a client, with source, counts, owner, and download or cleanup actions.

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Dashboard

Dashboard

Per-client home: meetings, emails, calls, contacts, conversion, weekly goals, 12-week trends, pipeline, meeting breakdown, and a...

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Deals

Deals

The client's own sales pipeline as a kanban board: add deals and drag them between stages from first stage to won or lost.

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Deal Stages

Define the client's pipeline stages: add, rename, reorder, and mark won or lost stages that drive the Deals board.

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Meetings

Booked Meetings

Track confirmed meetings for a client with status, owner, source, and contract value, log meetings by hand, and export.

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Meeting Analysis

AI breakdown of a client's recorded meetings: summary, action items, deal status, and coaching.

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Onboarding

Playbook

Live strategy document per client: scripts, emails, launch plan with Weeks 1-12 meeting targets, Google Workspace team photos,...

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Playmaker

Onboarding intake per client: targeting, value prop, personas, and kickoff details, with shareable deep links.

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Settings

API Keys

Create, rename, and revoke API keys for programmatic access; the full key is shown only once.

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Blacklist

Suppress specific emails and domains so a client's outreach never sends to them.

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Calendar & Booking

Set the default booking instructions for a client's meeting scheduling.

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Client Billing

Review and keep current the selected client's billing profile and plan information.

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Custom Fields

Define custom contact data fields that appear on contact detail, imports, and exports.

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Email Accounts

Set sender identity (name, title, type) for a client's mailboxes and connect your own via SMTP/IMAP.

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Email Templates

Create and organize reusable email templates (name, category, subject, body) for consistent outreach.

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Email Warming

See warmup status of a client's mailboxes so reputation builds before scaling real outreach.

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General Settings

Manage your own account: profile, password, and app appearance.

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Integrations

Connect your CRM, map fields, and monitor sync health for each client.

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Meeting Goals

Set and track a client's weekly booked-meeting target against meetings set and held over 12 weeks.

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Meeting Owners

Define who meetings can be assigned to for a client, with name and optional email.

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Meeting Reminders

Configure automated meeting reminder emails: subject, timing, CC/BCC, and a test send.

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Scheduling

Connect your calendar and manage booking links so meetings book into your availability.

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Signatures

Build the email signature appended to a client's outreach, then send a test to preview it.

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Users

Manage workspace team members: invite people, see pending invites, and reset passwords.

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Tools

Calling Scripts

Generate cold-call openers, objection responses, and discovery questions from a client's Playmaker, then save versions for calls.

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Case Studies

Draft a customer win story (challenge, solution, outcomes) from a client's Playmaker, then review and share.

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Email Cadences

Generate outreach email sequences from a client's Playmaker, edit each step, and apply them to a campaign.

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Landing Pages

Generate a single-page web asset (hero, value prop, proof, CTA) from a client's Playmaker and share it with a link.

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One Sheets

Build a single-page leave-behind from a client's Playmaker and brand, then edit and share it.

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Sales Deck

Generate a prospect-facing sales deck as an editable Google Slides file from the full Playmaker, with rep speaker notes.

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Client Portal

Client portal

Client Deal Room

Your private partnership page: meetings, contract, deposit (when required), Playmaker, and onboarding progress.

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About the Help Center

Answers, not run-around

The short version is on the surface. Open any question to go deeper.

It is the public knowledge base for the SalesHive platform: practical, step-by-step guides to the campaign, dialer, inbox, and account features our clients use every day. Each guide explains what a page does, how to use it, and answers the questions that come up most.
They are written for SalesHive clients and their teams. If you run campaigns with SalesHive, these guides walk through the platform exactly as you see it. They are also a useful preview for anyone evaluating how the SalesHive platform works.
Search by keyword at the top of the page or browse the guides grouped by area below. Each card links to a full guide with an overview, the steps to use the page, what the buttons do, and common questions.
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