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Onboarding Setup

Onboarding Setup

7 articles
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Written by Leon Jacken

Connect CRM

Use OAuth to easily provide authorization without the need to share private and sensible data.
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Written by Leon Jacken. Updated over a week ago

[Salesforce only] Whitelisting the Dealcode domain and install packages

This is only relevant for Salesforce customers
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Written by Leon Jacken. Updated over a week ago

CRM Mapping

Link your CRM activities to the corresponding Dealcode metrics for data pulling.
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Written by Leon Jacken. Updated over a week ago

User Management

Create teams, invite team leads and give users access to Dealcode
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Written by Leon Jacken. Updated over a week ago

Sync CRM

Trigger the sync to pull all relevant CRM data into our system
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Written by Leon Jacken. Updated over a week ago

Select pipelines

Select your CRM pipelines that you would like to synchronise with Dealcode.
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Written by Leon Jacken. Updated over a week ago

Set your sales target

Set your company target for the current year in €.
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Written by Leon Jacken. Updated over a week ago