Congratulations on joining Pod 🎉
We are excited to have you onboard and we look forward to being by your side as you crush your quota. We want you to get comfortable in your new sales home 🏠
So here are a few steps you can take to get started and set up your Pod workspace:
1. Download Pod Chrome extension
By adding Pod extension to your Chrome browser, you can easily access Pod any time you open a new time. You'll also be able to use core Pod functionalities anywhere in your browser.
More details available in the Chrome Extension section of the Resource Center.
2. Connect your Google workspace
If you haven't already as part of the onboarding, navigate to your user settings and connect your Google Suite to Pod.
It'll allow you to make the most of your Pod workspace:
Review your calendar meetings.
Review all activities related to your opportunities, accounts, leads, or contacts.
Access a wider range of recommendations.
Be alerted for upcoming customer meetings.
And much more.
More details available on how to connect your Google account here.
3. Open your sales Atlas
Familiarize yourself with your new sales home - Atlas. You'll find your navigation menu, your sales toolbelt and your Prioritize/Organize/Develop panels to know where to focus.
Enjoy a new background image and a quote of the day to get your day started on the right foot.
More details are available in the Atlas section of the Resource Center.
4. Interact with your AI coach
Open your AI coach to review suggested questions and start a conversation. Pod knows and it's there to support you.
More details are available in the AI coach section of the Resource Center.
5. Review your Prioritize space
Get a handle on your pipeline and open your Prioritize panel. You'll find a list of Top deals and At Risk deals. Mark your watchlist of deals and update the deal signals
More details are available in the Prioritize Overview section of the Resource Center.
6. Create personalized pipeline views
In the navigation bar, click on the calendar icon to access your very own calendar view. Click on the pop-up window to connect your Google Suite account.
You can sync any meeting directly to Salesforce by selecting a calendar invite and typing in the opportunity you want to sync it to at the top of the side drawer.
More details are available in the Pipeline View section of the Resource Center.
7. Create your first notes & set up personalized templates
Navigate to the Notes section to access the notes summary page. Click on "New" to spin up a new document. Enjoy Pod rich text editor to make the best account plans, meeting notes, and win-loss analysis.
You can create reusable templates - for your qualification calls, meeting notes, or account plans - so you don't have to reinvent the wheel every time. You can even share them with colleagues.
More details available in the Notes section of the Resource Center.
8. Conduct some research on an account
Open your Knowledge Center (in the mini-apps button at the bottom-right of your screen) and enter the name of an opportunity, account, contact, or lead.
You'll be able to review overview company information and news details from that company.
More details available in the Knowledge Center article of the Resource Center.
9. Create your first task
Open the task manager in your sales toolbelt and review some of your existing Salesforce tasks. You can create a new task and assign it to an another Pod user.
More details available in the Task Manager section of the Resource Center.
10. Invite a colleague to your workspace
The more, the merrier. If you bring some of your colleagues, you'll get more out of your experience in Pod.
Navigate at the bottom navigation to click on the invite button - you will only need to enter their name and email address!
More details available on how to invite someone in our Resource Center.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!