Use this to bring your company onto TrueSit, from the first walkthrough to the first recorded sit.
- On the TrueSit site, choose Book a walkthrough and send the short form.
- On the walkthrough we open your company's organization with you and send you an invite as org admin.
- Accept the invite (see Accept an invite).
- Open Dashboard. The Get started list shows four items:
- Invite your reps: choose Add seats and invite each rep (see Add a seat and invite someone). - Pick the playbook: choose Open to edit it, or Keep it to use it as it is. - Install the app: choose Get the app and send the link to your reps. - Record the first sit: done on the phone.
- Open Settings and check the Consent table for every state you sell in (see Set the consent rule for each state).
- Each item shows Done when it is finished. Choose Hide to remove the list.
If it does not work
- Your reps cannot sign in: check that each invite went to the address they use.
- A rep sees no sits: add the day's appointments with Import appointments, or have the rep add the sit on the phone.
Still stuck? Open Help and choose Talk to a person.