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Saleboat Implementation Guide
Saleboat Implementation Guide

Quick-start guide to setting up your Saleboat account

Garrett Williams avatar
Written by Garrett Williams
Updated over 7 months ago

Ready to set sail? Follow these easy steps to get your Saleboat account activated quickly and easily.

Table of Contents / Quick Links:

Step 1: Create Your Free Account
Step 2: Invite Team Members
Step 3: Activate Integrations
Step 4: View Insights

Create Your Free Account

To begin using Saleboat, simply navigate to www.saleboat.com and enter your email address. That's all!

Saleboat.com public home page. "Make more of your team's activities generate revenue" is shown on the left, and a smiling man is shown on the right. The area to enter an email address is highlighted at the bottom of the page.

Invite Team Members

The next step is to add the names and information for any team members whose work you'll be tracking through Saleboat. New team members can be added through the Dashboard, or the Command Center page.

From the Dashboard, just look for the blue Add Team Members button.

Saleboat.com Dashboard page, white and light blue. Image is zoomed in on a light blue button that says "Add Team Members"

Adding team members is as easy as entering their first name, last name, and email address:

Text fields showing areas to enter first name, last name, and email address of new team members being added to the system.

Feel free to add as many team members as you like. Additional members can always be added or removed in the future, also through the Command Center page.

Activate Integrations

Currently, Saleboat integrates with the following external services:

Additional integration options will be coming soon! (Have a specific request? Let us know by emailing help@saleboat.com.)

Integrations can be activated both from the Dashboard and the Command Center page.

Saleboat "Command Center" page showing icons for RingCentral

  • Activating Gmail

    From the Command Center page, click the Sync Account button that corresponds to Gmail. Saleboat will automatically send a verification link to all team members you've already added to your Saleboat team.
    ​

    Then, just ask your team you verify their individual email accounts by using the link that was sent to their respective email addresses.

  • Activating Google Meet

    From the Command Center page, click the Sync Account button that corresponds to Google Meet. You'll be prompted to sign into your professional Google account. (No action is required for your team members for this integration.)

  • Activating RingCentral

    From the Command Center page, click the Sync Account button that corresponds to RingCentral. You'll be asked to provide the phone number associated with your specific RingCentral account. (No action is required for your team members for this integration.)

View Insights

Once you've connected at least one team member and one integration option, your Insights page will begin populating with activity data within five minutes.

The page is currently designed to show total interaction time for each hour of the workday, broken down by individual team members.

Future versions of Saleboat will include more detailed and specific information, as well!

More questions about starting with Saleboat? Let's talk!
​Email help@saleboat.com, or message us through our live-chat channel.

Updated April 2024

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