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Platform & Features
Platform & Features
Routing to Reps
01
Introduction to Routing Rules
02
Configuring Routing Rules
03
Branching on Rep Availability
04
Viewing Visitor Routing History
Alerts & Notifications
01
Configuring Voice Alerts
02
Microsoft Teams Integration
03
Configuring Slack Integration
Viewing Visitors in Qualified
01
Creating Visitor Segments
02
Configuring Live Streams
03
Visitor Identification in Qualified
04
Introduction to Qualified Reverse IP
05
Identifying Bot Visitors
Visitor Fields
01
Configuring Visitor Fields
02
Populating Visitor Fields
03
Visitor Field Validation
04
Visitor Fields & URL Parameters
05
Using Additional Sources to Prefill Your Visitor Fields
06
Variable Tag Library for Visitor Fields
Salesforce Functionality
01
Syncing Visitors to Salesforce
02
Creating Salesforce Leads
03
Salesforce Lead Assignment
04
Salesforce Events & Playback URLs
05
Creating New Salesforce Accounts
Qualified Meetings
01
Meeting Booker
02
Qualified Meetings
03
Meeting Types
04
Meeting Routing
05
Meeting Links
06
Custom Forms
Signals
01
Qualified Signals
02
Understanding Signals Engagement & Research Data
03
Configuring Signals Account Lists
04
Signals Engagement & Research Settings
Qualified for Advertising
01
Qualified for Advertising
02
Tracking Google Ads & LinkedIn Ads in Qualified
03
Tracking LinkedIn & Facebook Ad Clickthroughs with UTMs
04
Sending Events to Google Analytics & Facebook
05
Tracking G2 Clickthroughs
Qualified for Outbound
01
Track Salesloft & Outreach Clickthroughs in Qualified
02
Customize Experiences & Routing for Salesloft & Outreach
03
Viewing Signals in Salesloft & Outreach
Smart Website
01
Smart Selector
Trending Knowledge Articles
1
Admin Implementation
Managing Users, Permissions, & Groups
2
Platform & Features
Creating Visitor Segments
3
Sales Reps
Enable & Configure Alerts
4
Visitor Experiences
Creating a Visitor Experience
5
Admin Implementation
Connecting Qualified to Salesforce
6
Platform & Features
Qualified Signals
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