Mọi thứ bạn cần để tận dụng Alphorix.
Hướng dẫn, walkthrough và playbook do đội chúng tôi viết.
Generate a never-expiring System User access token in Meta Business Suite so your Facebook Lead Ads keep syncing without OAuth re-connects.
Sales agents: this is the screen you should open first every morning. Your leads, your tasks, your call queue, all in one focused view.
Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.
Every number on your Dashboard is clickable. Learn what each KPI means, how it's calculated, and how to drill down into the underlying leads.
The screens only admins/managers see: assignment rules, seat management, IP allowlist, sub-statuses, custom fields, workspace branding.
Save every message you send more than once as a template. Insert with two clicks, use variables that auto-fill lead data, and translate for every market.
The task system is your memory. Schedule callbacks, meetings, document sends, and get email + in-app reminders 15 minutes before each one.
How to work the visual pipeline: drag cards between columns, expand a lead, use column filters, and read the SLA colour codes.
Every action you take earns points. This is exactly how the scoring works, how ties are broken, and how to check your rank right now.