Applies to: New accounts
What should I set up first in my first 30 days on Votel?
A good fast track for your first weeks:
- Port in your existing phone numbers or get a new number.
- Import your contacts.
- Create saved views in the CRM, for example a sales pipeline view and a leads list.
- Start dialing and doing outreach from those views.
- Create a workflow for outreach and automated follow-up.
You can do most of this by talking to the AI assistant and asking it to build things for you.