Getting Started with CSV Files in Salesfinity

Contents:

1. Import CSV files
2. Configuring Contact Filters
3. Configuring Dialer Settings
   • Setting Up Parallel Dialing
   • Adding Phone Numbers
   • Enabling SmartFlow
   • Setting Up Voicemail
   • Checking Phone Number Health
   • Configuring SmartRotate
4. Understanding the Dialing Experience
   • Viewing Prospect Information
   • Accessing Call History
   • Managing Notes
   • Tracking Signals
   • Using Nurture AI
   • Utilizing Battlecards