Getting Started
Introduction
Welcome
Getting started with Champify
Playbooks & Templates
Build sales and customer success templates
Salesforce Install
Salesforce Install
How to install Champify’s Salesforce package, and the settings needed to ensure Champify can properly operate in your CRM. Not all items require action.
Salesforce Page Layouts
How to display Champify data on Contact, Lead & Account pages in Salesforce.
Contact & Account Selection
Contact Reports
Reports for the contacts to monitor.
Account Reports
Defining custom criteria to select your target account list
Champify Configuration
Champify Configuration
How to configure Champify
Field Mapping
How to setup custom field mapping
Compass
How to map your custom Salesforce fields into the Champify UI
Notifications
How to configure Champify alerts