User guide
Activity
- Where to find all the leads captured from LinkedIn
- Verify if your Sales Navigator or Linkedin messages are synchronised
- Manually register a call
- Report activity results
- Notifications
- I did not receive an email
Assignment
Bulk actions
- Bulk Actions in Lists
- How do I update all my companies If I've made changes in my integration?
- Bulk delete values
- Bulk delete objects
- History fo bulk actions
- Bulk updates
Cadence
- Inactive objects logic and new on hold status
- How to avoid having objects as inactive
- I can't mark steps as done
- Bloobirds prospecting models
- Reschedule individual steps or cadences
- Email Automation
Companies
Contact
- Cadence control from correct contact flow
- Call results
- Register a call result
- Improving dialer's call quality
- Listen to call recordings
- See registered calls
Dialers
- I tried to send an email but it says there's no email linked...
- Synchronize emails
- How to avoid open count increase when you open your sent email
- Email signature
- Email tracker's limitations
- Email tracking
Leads
Meetings
- Which meeting results can I report?
- How to create and add meeting links
- Reschedule a meeting
- Information to review before a meeting
- Confirm a meeting with the lead
- Edit a created meeting
Opportunity
Overview
Prospect
Search
Tasks
- Random tasks
- Minimizables
- How to complete a cadence task
- Task bar sections
- Tasks for today navigation
- Overdue tasks
Integrations
Aircall
Twilio
JustCall
Gmail
Outlook
Hubspot
- Hubspot to Bloobirds native integration sync settings
- Bloobirds to Hubspot native integration sync settings
- Disconnect Hubspot from Bloobirds
- How to map fields and sync info between Bloobirds and HubSpot
- How to sync Hubspot user with Bloobirds user (HubSpot native integration)
- How to check the sync status between Bloobirds and HubSpot
Salesforce
- The Bloobirds built-integration for Salesforce
- Bloobirds to Salesforce native integration sync settings
- How to create Bloobirds app on Salesforce
- How to check the synchronisation status between Bloobirds and Salesforce
- How to manage field mapping in Salesforce native integration
- How to manage users synchronisation in Salesforce native integration