Client To-Dos

A list (csv file) of company websites (e.g., bestbuy.com) of companies you do not want us to contact and email addresses (e.g., susan@bestbuy.com) of people you do not want us to contact. 

*This can include current customers or anyone where it wouldn't look good for them to receive one of our emails from you.

• Website =  We won't contact anyone on that domain

• Email address = We won't reach out to that person.

Please provide the email address of the person who will be in charge of setting up the Zapier integrations between your CRM and the RevBoss app (if applicable). You can find instructions for this process here.

Connect the appropriate user calendars and conferencing services to the app. More info here.

Share any case studies, sales decks, etc. that you think might be relevant to our messaging work, as well as any other materials or content that you feel would be helpful.