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Customer Success

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Activity overview

Latest activity by Customer Success
  • Customer Success created an article,

    Which meeting results can I report?

    After meeting a lead, you can report the results in order to have all the information saved in your Bloobirds account and continue the prospecting. To do so, click on report result next ...

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  • Customer Success created an article,

    How to create and add meeting links

    Bloobirds offers you the possibility to add external meeting links to your mailing! Check the video below to learn how to create them in our platform and add or use them.

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  • Customer Success created an article,

    What is the products book and how can I configure it?

    This will allow you to manage the opportunity products and group them into categories. Do you want to learn how? Watch the video!

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    • 1 follower
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  • Customer Success created an article,

    How to create a template for sales stage

    The process is the same as always. You just need to change the stage to sales.

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    • 1 follower
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  • Customer Success created an article,

    Where do I find the sales messaging segmentation criteria?

    The segmentation defined here will be the one you can apply when creating a template or qualifying question for a sales stage and will define the filters available in the messaging section of the C...

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    • 1 follower
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  • Customer Success created an article,

    How to create an opportunity cadence

    Now you can create cadences for companies, leads and opportunities.  We recommend you name them Type of object + cadence name so you can locate them easily. For example, “OPP – Cadence 1” or “LEAD...

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  • Customer Success created an article,

    How can I define my sales pipeline?

    This means the opportunity states. Use it to manage the way you track potential revenue over time.

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    • 1 follower
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  • Customer Success created an article,

    Which states can I work with in sales?

    Status have changed. Depending on the object... Leads and companies' status: - Active: I'm prospecting it. - On hold: It’s standing. - Nurturing: It's not a good fit at the moment. - Discarded: I...

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    • 1 follower
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  • Customer Success created an article,

    How to set a cadence in sales

    Normally, after creating the company, the lead and the opportunity, you should set the opportunity a cadence. We also recommend you link at least one lead to the opportunity.  In the following vide...

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    • 1 follower
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  • Customer Success created an article,

    How to add and manage products

    After creating an opportunity, we recommend you adding products.   

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