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Applies to: New accounts

What should I set up first in my first 30 days on Votel?

A good fast track for your first weeks:

  1. Port in your existing phone numbers or get a new number.
  2. Import your contacts.
  3. Create saved views in the CRM, for example a sales pipeline view and a leads list.
  4. Start dialing and doing outreach from those views.
  5. Create a workflow for outreach and automated follow-up.

You can do most of this by talking to the AI assistant and asking it to build things for you.