This guide offers a straightforward walkthrough for accessing and editing property settings within the SalesAI application. 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:
1. Navigate to SalesAi
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Log in to SalesAi.
2. Access Settings
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Click Settings in the lower-left corner.
3. Open Properties
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Select Properties from the Settings menu.
4. Search for Properties
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Use the search bar to find specific properties.
5. Edit or Delete Properties
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Click the three dots next to each property to either edit or delete it.
6. Default Object Setting
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The default object for properties is Contact. It cannot be changed.
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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.
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