Please review the Migration Overview for Admins prior to reading this article, as it assumes some prior knowledge covered.
This guide will give admins of Chili Piper's Handoff product a walkthrough of what to expect in the Demand Conversion Platform (DCP) and the new Fire UI. This includes live comparisons to the Legacy product as well as detailed explanations of key new features. For a full in-depth walkthrough, watch the video at the bottom of this article.
Assets
Below are some videos going over specific assets and how to use them with Handoff in the new platform.
Meeting Types
Rules vs. Queues
Teams
CRM Actions
This video explores the updates to CRM Actions, which are the changes Chili Piper can make in your CRM based on your preferences (e.g. updating a field).
Full In-Depth Walkthrough
More Product Walkthroughs
We also have other product-specific guides for admins who want to understand the differences between the old and new platforms:
Comments
0 comments
Please sign in to leave a comment.