User guide
Activity
- Verify if your Sales Navigator or Linkedin messages are synchronised
- Manually register a call
- Report activity results
- Notifications
- I did not receive an email
- Add a non registered activity
Assignment
Bulk actions
- Bulk delete values
- Bulk delete objects
- History fo bulk actions
- Bulk updates
- Activities bulk creation
- Companies bulk creation
Cadence
- Bloobirds prospecting models
- Reschedule individual steps or cadences
- Email Automation
- Outbox tab
- Pause cadence
- Level cadence control
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
- Synchronize emails
- Avoid open count increase when you open your sent email
- Email signature
- Email tracker's limitations
- Email tracking
- How to copy your Outlook signature in html
Leads
Meetings
Opportunity
Overview
Prospect
Search
Tasks
- Reminders
- 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