Get started with Dreamdata
How it works
WHO IS DREAMDATA Dreamdata was born out of the founder’s own struggles to gain a holistic understanding of the impact different teams were having on revenue. The solutions available were siloed and o…
How to invite your colleagues to Dreamdata
Here’s how to invite your Sales team: - Click on your name in the bottom left - Select "Access Management" - Go to "Invite User". - Here you can share access with a colleague either by using their em…
Onboarding for paying customers [VIDEO]
Welcome to Dreamdata and great to see you here! 🚀 In this short video you will get an overview of how a paying customer will typically kick off with Dreamdata. 👉 Key takeaways Get to know the Custome…
Onboarding process for free customers [VIDEO]
Welcome to Dreamdata and great to see you here! 🚀 In this short video you will get an overview of how a free customer will typically kick off with Dreamdata. 👉 Key takeaways Get to know the Customer…
Setting Up Dreamdata
In this article, we will cover the first 3 steps of setting up Dreamdata.
Single sign-on
This document describes how the single sign-on feature works and how to enable or disable it.
The Onboarding Process
The Onboarding Process. Within your Sales process you can choose to stay at your free package or depending on your set up upgrade to the TEAM or BUSINESS package. To help you decide on which package…
What is Dreamdata? [VIDEO]
Welcome to Dreamdata and great to see you here! 👋 So, management bought this product and you are being asked to use it but you don't really understand what this is and how you will benefit from it? 🤔…
