If you have received an email with an invitation to join your company on Salespanel, it means that a colleague of yours has added you to his/her Salespanel account. We welcome you on-board!
A quick introduction to Salespanel
Salespanel is a lead identification, tracking, and qualification software. Salespanel automatically captures and aggregates leads from different marketing channels and tracks them after enriching them with profile data. Salespanel helps your company qualify leads and create various data sync and automation processes with other applications.
To know more about Salespanel, check out this article.
Things to do right after signing up
The account owner of your company’s Salespanel account has most likely already configured everything and so you do not have to set anything up from scratch. You can change the time period settings from the top right corner menu and add details to your profile.
You can also install Salespanel’s browser extension to get notifications about leads and track emails.
About your role and permissions
There are 4 types of Salespanel team accounts: Account Owner, Admin, All Contacts, and Assigned Contacts Only.
If you have the ‘Assigned Contacts Only’ permission, you will only see contacts that have been assigned to you.
With "All Contacts" permission, you can view all contacts. You will also have access to Feeds and Lead Scoring. You won’t, however, be able to create any new Feeds or any new lead scoring rules.
On top of what you can do with ‘All Contacts’ permission, you can pretty much configure anything on Salespanel with the ‘Admin’ permission.
If you are unsure of your account role, talk to the person who invited you.
A quick introduction to Feeds and Lead Scoring
Segmentation: Feeds/Segmentations on Salespanel helps you segment your leads based on profile data, behavioral activity, and CRM information.
Lead Scoring: The lead scoring feature on Salespanel helps you assign points to leads based on various characteristics and actions.
You have full control over the types of notifications you want to receive. Please head to the notification center in order to customize notifications.
Your account owner or admin may have already set up Lead Scoring rules and Segmentations before inviting you.