Business Setup
Get your business set up on the platform!
Basic Business Setup
The first thing we need to do is set up your business and make sure we have the right settings and information for your company. Click the button to the right to watch that tutorial!
Integrate Your Social Media
On our platform, you have the ability to integrate with many applications such as Facebook, Stripe and Google My Business. Click the button to the right to watch the tutorial!
Adding Users & Restricting Access
As you dive in, you may want to add additional users onto your account such as your sales team, customer support etc. Here's how to add users and restrict their access.
Download The App
Our platform can be accessed easily through an iPhone or Android device via our app. Learn how to download the app and connect.
Add A Domain
With our platform you may want to build websites or funnels in our builder. In order to launch, you'll want to connect those to a domain name. In this video we show how to link your domains to our application and connect!
Custom Values
Create custom values to use throughout your websites, funnels, and emails. This allows you to update just the custom value rather than every place the information exists.
Add A Phone Number
On the platform, when sending out text messages or ringless voicemails, you'll need to add a phone number. In this video, we show you how to add a phone number and navigate the settings!
Add A Voicemail
Upload or record voicemails to automate personalized messages for leads and clients.
Add A Voicemail
On the platform, you can add a voicemail to your phone number in case you miss a call!
Add A Domain
Easily connect your custom domain to SalesSite for branded links, email campaigns, and landing pages, enhancing your professional online presence.
Trust Center
Centralized hub for managing data security, compliance, and privacy settings, ensuring your business meets regulatory standards and safeguards customer trust.
Gmail SYNC
Seamlessly integrate your Gmail account with SalesSite to manage emails, track conversations, and boost productivity directly within the CRM.
Lead Connector
Access your account on SalesSite on the mobile app
support@salessite.com
843-606-0336
Need additional support? Feel free to reach out and get expert help!
CONNECT
Reach out to us!