Welcome to Selligence

Thank you for choosing Selligence! We're really excited to work with you and we hope you get lots of value out of the platform.

Here's a quick guide to getting started to make sure you get the most out of Selligence.

TABLE OF CONTENTS

• Integrate Your CRM
• Invite Your Team
• Setup Your Team 
• Track Credits & Usage 

Integrate Your CRM

Selligence Supports the following integrations that will allow you and your team to export decision makers to your chosen tool for the creation of leads, Contacts etc so they can follow your normal business processes.

IMPORTANT: You will need to have access to the CRM with the correct permissions to create entries via the API. See the guides below for more information.

• Salesforce Integration
• Setting Up The HubSpot Integration

We have many more in the pipeline coming very soon! if we don't currently support your chosen CRM please raise a feature request and we will see if we can support it.

Invite Your Team

1. Go to Selligence - Pre-Sales Intelligence to Optimise Your Activity

2. Click on the menu

3. Click on Manage Organisation

4. Click on add user

5. Type the users email address in

6. Click on Send Invite

Setup Your Team 

Once a team member has invited the invite to join the platform, you can add them to a team so the users can share projects & see credit usage.

1. Go to Selligence - Pre-Sales Intelligence to Optimise Your Activity

2. Click on the menu option

3. Click on Manage Organisation

4. Click on TEAMS

5. Click on New Team

6. Type "Demo Team"

7. Click on Create

8. Click on Demo Team

9. Click on Add Member

10. Click on the users email address

NOTE: They must accept the invite to join Selligence BEFORE you can add them to a team.

11. Click on Add Member

12. The user will be added to the team and you will be able to see the remaining credits.