This guide offers a straightforward walkthrough for creating a property in the SalesAI app, making it easy for users to enhance their experience with the platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to SalesAi: The first step involves accessing the platform.
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Go to Settings: From the dashboard, click the "Settings" option on the left-hand menu.
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Click Properties: In the settings menu, select "Properties."
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Create a Property: Click on the "Create Property" button.
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Input the Property Label: Enter a descriptive name for the property (e.g., "Customer Address").
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Select Object Type: The default selection is "Contact," and this cannot be changed.
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Input a Description: Provide details about the property and its purpose (e.g., "This is the customer's home address").
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Click Next: Once the details are filled in, proceed by clicking "Next."
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Select Field Type: Choose the appropriate field type from the dropdown, such as "Single line text," "Phone number," or "Datepicker."
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Create the Property: Finalize the creation of the property by clicking the "Create Property" button.
Third-Party Services Disclaimer
Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.
Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.
Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
All warranties, express or implied, are disclaimed to the fullest extent permitted by law.