Read up on documentation and how-to articles to help you succeed using Qualified.
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Trending Knowledge Articles
User Permissions in Qualified
Learn how to add new users, customize user permissions and deactivate users from your org in Qualified.
Creating a Visitor Experience
Learn how to create an experience from scratch and best practices for engaging visitors on your website.
Introduction to Qualified Signals
Learn about Signals, key features and how to get access today.
Learn how to configure alert volume, sounds and desktop/mobile preferences for each individual live stream.
Connecting to Salesforce
Learn how to connect to Salesforce and the difference between team- and user-level Salesforce connections.
The Qualified Implementation Process™
From kickoff to go-live, you’ll have a dedicated Salesforce-certified implementation consultant and a dedicated support representative who will manage the entire project, build all your experiences, and perform all implementation services you need!
Trending Best Practice Guides and Videos
Sales Rep Setup Guide
In this guide, learn how sales reps can set up their accounts and get started with Qualified.
Experience Building Best Practices
In this guide, learn all about experiences, branching, and some best practices from the Qualified Success team!
In this guide, learn how to "pounce", or outbound chat on VIP visitors arriving on your website.
Understanding Signals Terminology
In this guide, learn how to differentiate between key terms used in Qualified Signals.
Using Qualified As A Sales Rep: Inbound Chat vs Pouncing
In this guide, learn about the two actions that sales reps take in Qualified Conversations: Inbound Chat and Pouncing.
Segment Building Best Practices
In this guide, learn about best practice segments and live streams to create as part of implementing Qualified Conversations.
Inbound Chat Best Practices
In this guide, learn how to tackle inbound chats, transition to a meeting and handle tough conversations.
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Our award-winning technical support team is standing by and available on live chat to help answer any questions or help guide you in using or learning Qualified.