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:
Virtual Assistant
Set up your Virtual Assistants and email traffic.Set up your Sequences and test them
You can test each email individually or the entire sequenceTeam & Roles
You can add additional people, i.e. Assigned RepsMy Account
Setting up your account details and preferencesProject Settings
Review your time zone, Automation, ROI setting, and moreAnswers
Not mandatory to go live, however, you can already update the existing onesQualification Questions
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