Easily keep track of your onboarding progress with the Sales Setup Checklist. This checklist will help you ensure that your Drift profile is fully set up so you can get the most out of it.

 

Billing Plan: The Sales User Setup Checklist is available for the Premium, Advanced, and Enterprise plans.

 

Intended Audience:

• Admin
• Sales Manager
• Sales User

 

In this article, we’ll cover:

• Using the Sales Setup Checklist
• Additional Resources

 

Using the Sales Setup Checklist

You can view the Sales Setup Checklist by clicking the list icon on the left side of the screen.

The checklist has three items:

• Enter your name
• Update profile photo
• Connect your calendar 

 

Next to each item is a button that will take you to the proper page to update these settings. You will see the progression bar automatically update as you complete each task on the list.

Once all three tasks are completed you will see a success message and the checklist icon will no longer show in the sidebar.

Additional Resources

Check out the following help docs for a more in-depth look at the features included in the Sales Setup Checklist:

 

• How Can I Customize my Personal Drift Profile
• Connecting Your Calendar to Drift Meetings