Quick Start Guide

Overview:

This quick start guide walks you through Adtaria’s core features, including pipelines, deals, contacts, inbox integration, and task management. You will learn how to import data, organize your sales process, and connect with prospects through LinkedIn. Adtaria helps you stay on top of follow-ups, store important notes and files, and review call recordings to improve client engagement. The goal is to get you using the most relevant features quickly so you can focus on closing deals and building lasting relationships.

What’s Covered:

• Accessing and navigating your dashboard

• Creating pipelines and stages

• Adding or importing deals via CSV

• Understanding deals vs. contacts

• Using the Inbox with LinkedIn integration

• Syncing contacts from LinkedIn or other platforms

• Managing tasks and follow-ups

• Adding notes, files, and links to deals

• Reviewing call recordings linked to deals

• Accessing live support, the community, and the knowledge base