Getting Started
Overview
Welcome
Getting started with Champify
Playbooks & Templates
Build sales and customer success templates
Salesforce Implementation
Salesforce Install & Setup
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.
Account, Contact & Lead Page Layouts
How to display Champify data in Salesforce
Field Mapping
How to setup custom field mapping
Frequently Asked Questions
Answers to frequently asked questions from customers.
App Configuration
Audience Reports
Defining custom criteria and segmentation for the contacts to monitor.
Account Selection
Defining custom criteria to select your target account list
Champify Configuration
How to configure Champify
Compass
How to map your custom Salesforce fields into the Champify UI