In this support article, we will cover all general Salespanel account settings and configurations.
Top Right Corner
On your dashboard, at the top right corner, you will find Account Progress, Date Range and your account details.
The Account Progress shows a percentage depending on how many Salespanel setup steps and basic features you have covered.
The date range will show leads/companies/anonymous visitors during the time period. The date range selector has an option to sort by First Activity and Last Activity.
The last activity is selected by default and it shows all leads. Selecting the first activity will only sort and show leads whose first activities happened in the selected time period. This is useful if you want to see new leads first or find out the leads that were generated during the time period.
Note: The time period selector does not reset after you log out. If you have selected an old date range, please be sure to set it back to the latest range when required.
At the very right corner, you will find a drop-down menu of your account. On the drop-down, these are the settings available.
The dropdown menu consists of these options:
Profile: Change your profile settings from here. Name, Email, Work Department, Job Role.
Notifications: Change how you receive notifications through Salespanel browser and emails.
API Token: Copy API token from here for integrations and verifications when required. Let us know if you need any help.
Tracking Code: Copy tracking code from here and insert it in the header section of your website to track it. The detailed guide linked here.
Chrome Extension: Install the Salespanel chrome extension for email tracking and notifications.
Team: Manage your team and their permissions from here.
Billing: Manage billing from here. Operations like upgrading, changing plans can be done from here. Billing documents also can be found here.
Get Help: Get Help links to the Help Center, Terms, Privacy and GDPR section.
Log Out: Logs you out of your Salespanel account.
The left sidebar consists of Contacts, Feeds, Lead Scoring, Plugin & Integrations and Search.
The Feed settings are set up by you while you create a Feed. After selecting your data filter and saving the Feed, you will see additional settings for notifications. With these settings, you can control who (among your team members) gets the notifications and how they get it.
For existing Feeds, you can open the edit button to edit them.
Lead Scoring Settings
From the Lead Scoring section, you can create and change rules to assign points and score your leads. To disable a rule, click on edit and uncheck the Active marker.
Note: If you change or disable a rule, the lead score of your contacts will only be updated when they perform another activity or their score changes.
Plugins and Integration settings
Plugin and integration settings can be managed from here. For direct integrations, some settings will also be available on the connecting software’s end. Integrations can be activated by clicking the active button and following the steps.
That’s pretty much it. Let us know if you have any questions.