After linking your Sharpen and Salesforce accounts, you will need to create a Campaign in Salesforce to be used with Sharpen Sales Accelerator.
- Log in to Salesforce.
- Navigate to Campaigns.
- Click the New button.
- Make the following changes at minimum:
- Campaign Name - This is how the campaign will be referenced in Sharpen Sales Accelerator.
- Active - This must be checked to appear in Sharpen Sales Accelerator.
- Type - This must be set to "Fathom Sales Accelerator"
- Not Interested
- Do Not Contact
- Meeting Set
- Campaign Completed
You will now be able to select and configure your Campaign as a Cadence in Sharpen Sales Accelerator.