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

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Assignment

• Assign companies from a team member to another
• Which companies I have assigned
• Assign companies

Bulk actions

• Bulk delete values
• Bulk delete objects
• History fo bulk actions
• Bulk updates
• Activities bulk creation
• Companies bulk creation

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Cadence

• Bloobirds prospecting models
• Reschedule individual steps or cadences
• Email Automation
• Outbox tab
• Pause cadence
• Level cadence control

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Companies

• Company view
• Keep in mind when creating a company
• Change a company's status
• Company status
• Create a company

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

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Dialers

• Remove phone numbers
• Calling via mobile phone
• Call recording

Email

• Synchronize emails
• Email signature
• Email tracker's limitations
• Email tracking
• How to copy your Outlook signature in html
• How to copy your Gmail signature in html

Leads

• Lead Based
• Keep in mind when creating a lead
• Change a lead's status
• Lead status
• Create a lead

Meetings

• Reschedule a meeting
• Information to review before a meeting
• Confirm a meeting with the lead
• Edit a created meeting
• Create a meeting

Opportunity

• Sales
• Create a lead
• Create an opportunity

Overview

• About Bloobirds
• Glossary

Prospect

• Prospect
• Cadence has ended without a contact
• Types of contact
• When to start prospecting a company

Search

• Duplicate prevention
• Search bar

Tasks

• Reminders
• Minimizables
• How to complete a cadence task
• Task bar sections
• Tasks for today navigation
• Overdue tasks

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