Congrats! You are about to start working with Exceed.ai, which means you'll have more deals in less time!
These are the required steps toward going live:
Set up your Virtual Assistants and email traffic.
Set up your Sequences and test them
You can test each email individually or the entire sequence
Team & Roles
You can add additional people, i.e. Assigned Reps
Setting up your account details and preferences
Review your time zone, Automation, ROI setting, and more
Not mandatory to go live, however, you can already update the existing ones
In case you have any qualification questions in mind, reach out to your customer success manager to set them up
Once you think you are ready to go, check out this article to cross each item off the checklist