Katie's Reps
Manage the users of your account
By Sharon and 1 other2 authors7 articles
- How to Match Your Alta User to Your CRM UserFollow these steps to set up your user profile in Alta and connect it with your CRM user.
- How to Connect Your Gmail / Outlook to Your Alta AccountFollow these steps to connect Gmail or Outlook to your Alta account:
- How to Add a Signature to Your Emails in AltaLearn how to create your own signature to be attached to the emails that Alta provides for you.
- How to Connect Your LinkedIn accountTo connect your LinkedIn account to Alta, follow these steps:
- How to add a new Rep in AltaA step-by-step guide to setting up a Rep. Watch a Tutorial here:
- Adding a Meeting Link to a Rep in AltaThis article explains how to add a meeting link to a rep in Alta and how to use it as a variable in campaign prompts.
- Editing Tools on a RepTools allow Alta’s Reply Assistant to take real-time actions on behalf of a specific rep.