In this quick start guide, we'll go over all the suggested steps for a new sales user within Drift.  Follow the steps below to get yourself set up in a flash!

• Activate: Open and activate your account via an email received from your admin.
• Upload User Photo + Name: via this page of your account.
• Connect Calendar: Connect via this page of your account, follow this video for more in depth calendar settings.
• Connect Conferencing Links to Meetings: Zoom, Google Meet and Microsoft Teams  
• Download Desktop App: via this page here, options for both Mac and Windows.
• Download Mobile App: search for “Drift for Sales” within the App Store.
• Enable Notifications: 

1. 1. • Within Desktop App, click your user photo/initials in the bottom left corner and then select “Notifications”
      • Check off “My Conversations” and “Target account activity on my site”, screenshot here for reference
      • Customize sounds + appearance
      • Send a test notification

• Configure Drift Profile: via this page here, this acts as virtual business card and can be shared via a link
• Review and Understand the Conversation View:  The conversation view is where you'll be doing the bulk of your work.  If you'd like to read up on it we suggest checking out this doc here 
• Need Additional Help:  Check out our Drift Support guide here for details on how to contact our support team.