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Sales Rep Setup Guide

Sales Rep Setup Guide

Beginner

In this guide, learn how sales reps can set up their accounts and get started with Qualified.

Hi there and welcome to Qualified! In this guide, you can get set up as a Qualified user in under five minutes. Questions? Chat with our technical support team by clicking the Qualified messenger below or by emailing us at help@qualified.com.

There are seven key steps to getting started with Qualified. Be sure to complete each of them in order before you start pouncing on visitors or responding to inbound chats. The steps are:

  1. Set Up Your Profile
  2. Connect Your Calendar
  3. Edit Your Personal Meeting Invite Link
  4. Set Up Meeting Availability
  5. Connect to Salesforce
  6. Enable Browser Notifications
  7. Download our Desktop and Mobile Apps

To get started, you'll want to click the link you received from invite@qualified.com and set your password. Can't find this email? Reach out to our technical support team or your dedicated Qualified Success Architect.

An example of the invite link from invite@qualified.com.

The first thing you’ll need to do is set up your profile to include your photo as well as your job title, phone number, and time zone. To get to this area, click on the icon on the bottom left hand side of your screen and select ‘settings’ as shown below:

Be sure to add your profile picture, job title, phone number and time zone.

Next and perhaps one of the most important steps to meeting with website visitors is connecting your calendar. Connect your calendar to Qualified by navigating to Settings > Calendar, and then select which calendar type you use internally at your company. You'll then sign in and authorize Qualified to connect with your individual calendar. Questions? Check out our articles about Google Calendar or Microsoft Calendar.

It's critical to connect your calendar so that Qualified can book meetings for you.

Once you've connected your calendar you'll notice a section labeled Confirmation Email. The confirmation email is sent out to your visitors after they book a meeting on your calendar.

But when it comes time for the meeting, how will they connect with you?

You'll need to add those details into the confirmation email right where it says [PASTE YOUR MEETING LINK HERE], as shown below.

We highly recommend using a Zoom Personal Meeting link or a permanent Microsoft Teams or Google Calendar link. Adding a link to a meeting booker tool such as Calendly or Chili Piper will result in a confusing experience for your prospects as they'll select an available time via Qualified and then receive an invite with...a link to book another meeting!

Your visitors will need a link to join your meeting! Be sure to add your Personal Meeting Invite link here.

To find this link in Zoom:

  1. Within the Zoom App, go to Settings -> View Advanced Features.
  2. Click Meetings -> Personal Room.
  3. Copy your invite link and paste the URL (including any potential passwords) into the confirmation email template.
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In Zoom, you can find your Personal Meeting ID by navigating to "View Advanced Features".
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Your Personal Meeting Room link will be available after clicking the Meetings tab.

Looking to use a Google Meet Link instead of Zoom?

  1. Create an event in Google Calendar and add a Google Meet link.
  2. Set custom recurring recent (add it to any day or time as a placeholder, for now)
  3. Set the event to repeat 1x per month.
  4. Select "Never" for an ending date.
  5. Save the event.
  6. Copy the meeting link from the events and add this URL in place of [PASTE YOUR MEETING LINK HERE].

Looking to use a Microsoft Teams Link instead of Zoom?

  1. Click Calendar from the left.
  2. Click Meet Now.
  3. From the pop-up that appears, click Get a link to share.
  4. Copy the link.


Configure when you'd like meetings scheduled on your calendar. Here, you'll set your availability, minimum meeting notice and buffer between meetings.

Be sure to configure your availability, minimum meeting notice and meeting buffer.

Next, connect Salesforce to ensure that Qualified is syncing data and creating Leads on your behalf. Navigate to Settings > Salesforce > Connection in your account on the left hand side of your screen, and click the blue "Connect to Salesforce" button. Login using your regular Salesforce credentials.

Connect to Salesforce using your standard Salesforce credentials.

By default your browser might be set to block all notifications from websites (including Qualified). You'll want to enable these to ensure you get alerted that a visitor has been routed to you. In Chrome and other browsers, you can click on the lock icon in the URL bar to make sure you have notifications allowed.

Allow browser notifications for alerts and routing.

You're almost done. We highly recommend that all users download the Qualified Desktop and Qualified Mobile apps. This will allow you to receive notifications when you're on the go and ensure that you never miss a single visitor.

The Qualified Desktop app can be downloaded for Mac here and for Windows here. More information can be found in the Qualified Desktop app article.

Qualified Mobile is available for both Apple and Android devices and can be found in both the Apple App Store or in the Google Play store.  More information can be found by searching Qualified University or by reviewing our Qualified Mobile Overview article.

And that's it! You're all set up in Qualified. We highly recommend completing the Qualified Sales Rep certification, Pouncing Masterclass or reviewing more articles on the University to build your skills starting conversations with VIP visitors as they're on your website. Questions? Let us know by chatting with us below!👇

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