Sellsy Onboarding

Sellsy Onboarding

Topics covered:

 

• What is this about:

• Getting Started with Sellsy Onboarding

 

What is this about

The Cadence provides the chance to connect your prospect/customer database so that you can access the full potential of all Cadence features. So this documentation gives you a short brief about how to do onboarding on Sellsy integration of Cadence.

 

Getting started with Sellsy Onboarding

To onboard Sellsy, there are a few steps. The steps are as follows:

 

• Step 1. CRM Setup: 
  • Connect to Selly: To begin, make sure your Sellsy account is connected to the Cadence tool. After Sellsy is connected, users can see the connection status in Setting Page > Sellsy. 

• • Log in to Sellsy: To sign in to Sellsy, simply click on the link given on the page, and you’ll be redirected to an access authorization request. Once you’ve signed in, you’ll be automatically redirected to your onboarding.

 

 

• Step 2. Activity Syncing:
  • Sellsy activity sync: You can sync your Cadence activities with Sellsy.

 

There are three toggles in this field:

• • Sync your calendar activities with Sellsy: By toggling this feature you can sync your calendar activities with Sellsy.

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  • Sync your email activities with Sellsy: With this feature, you can sync your email activities with Sellsy by toggling this feature on.

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  • Sync your note activities with Sellsy: By toggling this feature on you can sync your note activities with Sellsy.

 

Phone system: Select the phone system that will be used to place calls and SMS.

You can select from these options:

 

• • Ringover (Default): If you choose this option you have to connect with Ringover.

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  • No phone system: In this case, you don't have to connect with Ringover.

 

 

• Step 3: Email setup:

Moving on to the next step. Here you have to set up two important things. Your Gmail account, email, and calendar.

 

• • Set up Google domain: Here you have to set up your Google domain. Validating Ringover Cadence with your Google Workspace is important. Without validation, web hooks will expire every 7 days. You can read the support documentation from the link given below. Need Help?
    
    

  • Email and calendar: To connect your Gmail to the Cadence tool, you just need to click on Connect with Google button. This will redirect you to a page that will ask you to select the email address to pair. Once you log in to your Google account and give access it will redirect to the cadence onboarding page. After connecting your Google account, you can select your primary mail and add signatures.

 

 

• Step 4. Field Mapping: To ensure that data is properly synced between Cadence and Sellsy, it is important to map the fields between the two tools. Required fields for leads include first name, last name, and organization/company name. 

 

 

• Step 5: Admin rules:

Set up rules for the cadence tool to be followed as required. These can be modified later from the tool's settings page. There are two sections on this page:

 

• • Emails: Here you can modify working hours or days from the Sending Calendar section, and change unsubscribe and bounced mail rules.

• • Task and Cadence: Here you can select tasks that will be taken into account for the user daily limit calculation under Maximum tasks, and set the duration after which tasks get tagged as late, under the heading Late task duration.

 

 

• Step 6: Group setup:

You can create as many groups as you require and add the respective members. You can add Admin from the Admin group and the other remaining groups can consist of Sales Manager and Sales Agents.

 

 

• Step 7: General:

To wrap up your onboarding, you’ll now need to enter a few pieces of information. You can upload a Profile Photo, select your preferred language, save your Calendly link, select your Timezone, and toggle on Custom task to enable event creation of custom tasks in your calendar. You can click on Finish Setup to finish your onboarding.