Onboarding Setup
7 articles
Written by Leon Jacken

Connect CRM
Use OAuth to easily provide authorization without the need to share private and sensible data.
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
Written by Leon Jacken. Updated over a week ago
CRM Mapping
Link your CRM activities to the corresponding Dealcode metrics for data pulling.
Written by Leon Jacken. Updated over a week ago
User Management
Create teams, invite team leads and give users access to Dealcode
Written by Leon Jacken. Updated over a week ago
Sync CRM
Trigger the sync to pull all relevant CRM data into our system
Written by Leon Jacken. Updated over a week ago
Select pipelines
Select your CRM pipelines that you would like to synchronise with Dealcode.
Written by Leon Jacken. Updated over a week ago
Set your sales target
Set your company target for the current year in €.
Written by Leon Jacken. Updated over a week ago