Katie's Reps
Manage the users of your account
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: