BoostUp's Guide to Self-Serve

Saved Views

• Saved Views

User Management

• Call Intelligence - Adding/Removing BoostUp App in Zoom
• Manage Users
• Link Accounts
• User Profiles

CRM Configuration

• Thena Ticket Integration
• CRM Configuration

Company Settings

• Manage Table Columns
• Manage Filters
• Sales Process
• Topics
• Competitors

Targets

• Targets

Advanced Settings

• Onboarding Settings