Core Hub Guide

Welcome to the Accelify Sales Hub Documentation

This space provides everything you need to successfully navigate, use, and optimise your Salesforce Sales Hub experience. Whether you’re a sales rep, manager, or admin, you’ll find step-by-step guides, reference tools, and support resources designed to help you get the most out of your CRM.

Start Here

• Getting Started
  Your quick-start guide for reps, managers, and admins

• FAQ's
  Find fast answers to common questions

Object Guides

• Leads
  Capture, qualify, and convert prospective customers

• Contacts
  Understand your stakeholders and relationships

• Accounts
  Manage your customer organisations and hierarchy

• Opportunities
  Track deal progression, qualification, and pipeline health

Activity Management

• Activities
  Log calls, meetings, LinkedIn messages, and tasks

• Chatter
  Internal collaboration on any record

• Gmail Salesforce Plugin
  How to send and log emails from Gmail

• Outlook 365 Salesforce Plugin
  Setup and usage for Microsoft Outlook users

Analytics & Insights

• Reports & Dashboards
  Review activity, performance, adoption, and data quality

Platform & Admin Support

• Security Model
  Roles, visibility, and access controls

• Release Notes
  What’s new in Sales Hub — version history & improvements

Summary

Use this hub to find everything from day-one setup tips to advanced dashboard insights. Whether you're checking your next task, reviewing a Lead, or building a custom report, this guide helps you get there faster.

Support

Need help or want to request a feature?

• Submit a request via the Elevate Portal Here

Version: 1.0.0
Updated: 16 May 2025