Quick-Start Implementation and Set Up Guide

Step 1: Getting Started

• Getting Started: Checklist Overview for Implementing Chorus
• Getting Started: 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 16 articles

Step 3: Set Organization Settings

• Guide to Configure Organization Settings

Step 4: User Management: Invite Users and Add Teams

• Inviting and Updating Users
• 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

• Creating Saved Views / Dashboards
• How to Create Trackers
• Advanced Tracker Setup
• Chorus Scorecards for Team Managers
• Playlists: Curated content for you to review
• Setting up and Using Chorus Scorecards