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  2. Quick-Start Implementation and Set Up Guide

Quick-Start Implementation and Set Up Guide

Self-serve quick-start guide for setting up and implementing Chorus

Step 1: Getting Started

  • Getting Started: Checklist Overview for Implementing Chorus
  • Guide for Signing In and Getting Started
  • Connecting & Syncing your Calendar
  • Getting Started: Inviting Initial Users

Step 2: Set Up Your Integrations

  • Setting Up Your Integrations: Checklist Overview
  • Integrating Chorus and Your CRM: Overview
  • Syncing Hubspot and Chorus
  • Syncing Salesforce and Chorus
  • Automatic Task Creation: Pushing Call Activity to Salesforce
  • Sync Salesforce Picklist Values to Filter Calls in Chorus
See all 17 articles

Step 3: Set Organization Settings

  • Guide to ConfigureĀ Organization Settings

Step 4: User Management: Invite Users and Add Teams

  • Inviting & Managing Users with Hierarchies in Chorus
  • Resending an Invite
  • Creating and Managing Teams in Chorus
  • How to Update Permission Settings
  • Data Access for Teams

Step 5. Customize Chorus for Your Organization

  • How to Create Trackers
  • Advanced Tracker Setup
  • Chorus Scorecards for Team Managers
  • Playlists: Curated Content for Onboarding & Ongoing Skill Development
  • Chorus Scorecards: Overview
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