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  1. Salespanel
  2. General

General

An overview of Salespanel and features to help new users get started.

Getting Started with Salespanel

  • What is Salespanel?
  • Salespanel Features Explained
  • Why Salespanel?
  • Salespanel Glossary
  • Setup Overview

Available configurations

  • General Account Settings and Available Account Configurations
  • Overview of settings for website tracking
  • Controlling Notifications
  • Overview of browser extension settings

Team Setup

  • Adding your team on Salespanel
  • Team Setup - Frequently Asked Questions
  • I am a team member joining Salespanel. What do I need to know?

Subscription and Billing

  • What is included in the free trial?
  • What happens to my account after the free trial ends?
  • How can I manage my subscription?
  • Can I change my subscription at any time?
  • Can I switch to an annual plan?
  • I am having issues with payment. What do I do?
See all 9 articles

Getting Started FAQ and Troubleshooting

  • Why do I need to install a code on my website?
  • Do I need developer assistance to install the tracking code?
  • Is it safe to install the Salespanel tracking code? What does it track exactly?
  • Do I need to wait to see data?
  • Is it necessary to install browser extension for Salespanel to work?
  • Does Salespanel support the CRM I use?
See all 8 articles
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