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Knowledge base
GETTING STARTED
General
1
Glossary
Accounts
5
Set Up Your Salesken Accounts
Login To Your Account
Edit Account Details
Change Account Password
Reset Forgotten Password
MANAGER PORTAL
Get Started
1
Get Started - Explore The Manager Portal
Team
4
Team - Overview
Create Team
Edit Team
Delete Team
Product
6
Product - Overview
Create Product
Add/Edit Signals To Product
Add/Edit Sales Cues For Product
Edit Product
View all 6
Pipeline
6
Pipeline - Overview
Create Pipeline
Add/Delete Stage To Pipeline
Add/Delete Task From A Pipeline Stage
Edit Pipeline
View all 6
Leads
7
Leads - Overview
Upload Leads
Add New Lead
View Leads
Edit Lead
View all 7
Reports
15
View Manager Reports
View Activity Log
Analyze Conversation Metrics
View Conversation Duration and Hold Metrics
Analyze Signals During Conversations
View all 15
Conversation Analytics
2
Upload Call Recording From External Source
Call Recording Download
Signals, Categories, & Views
0
REP PORTAL
Get Started
1
Get Started - Explore Rep Features
Dashboard
1
View Today’s Tasks
Dialer
3
Make An Outbound Call
Use Real-Time Cues
Dispose Calls
Leads
7
Leads - Overview
Upload New Leads
Add New Lead
Edit Lead
Delete Lead
View all 7
Reports
4
View Rep Reports
View Activity Log
Analyze Productivity
Analyze Signals During Conversations
SALESKEN MOBILE APP
Get Started
3
Download Salesken Mobile App
Set Up Mobile App
Get Started - Mobile App
Account
5
Sign In To Salesken Mobile App
Edit Profile Details
Change Account Password
Sign Out Of Salesken Mobile App
Reset Forgotten Password
Dialer
3
Make an Outbound Call
Receive An Inbound Call
Dispose Calls
Tasks
1
View Tasks
Contacts
2
Add New Contact
View Contacts
Support
2
Contact Salesken Customer Support
Mobile App Related FAQs
WEB PHONE EXTENSION
Get Started
7
About the Web Phone Extension
Web Phone Extension Deployment Scenarios
Web Phone Extension With Your Corporate Telephony Provider
Web Phone Extension With Salesken as Telephony Provider
Install Salesken Chrome Extension Add-on
View all 7
Use The Salesken Web Phone Extension
5
Dialer on Web Phone Extension
Click-To-Call
Cues on Web Phone Extension
Log Out Of Web Phone Extension
Salesken Web Phone Related FAQs
SALESKEN SUPPORT
Help
3
Contact Customer Support
Mobile App Related FAQs
Salesken Web Phone Related FAQs
SALESKEN INTEGRATIONS
Third-party applications
5
Integrate With Zoom
Integrate With HubSpot
Real-time Cues on Zoom Integration
How to integrate MS-Teams with Salesken
Integrating With Salesloft
Salesken V3
CRM Integrations with Salesken V3
2
Salesken Setup Guide
Salesken Dialer and Real Time AI Sales Assistant Setup Guide
Help Desk Software
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