Welcome to B2B Rocket! This guide will help you navigate the platform efficiently by providing a detailed overview of each section, along with step-by-step descriptions of its functionalities. While a video tutorial is available, this text guide ensures that you can follow along at your own pace. Adding images for each section will further enhance your understanding and would help you gear up for launch!
Navigation Bar Overview
The navigation bar on the left side of the platform is divided into several main sections, each containing key features that help streamline your workflow.
Leads
This section is where you manage and organize potential customers. It includes:
Search – Find leads based on specific filters and criteria.
Leads – View and manage all collected leads.
Lists – Organize leads into specific lists for better segmentation.
Enrich – Enhance lead data by gathering additional details.
Engage
This section focuses on interacting with your leads and measuring engagement.
Dashboard – Provides an overview of your engagement activities.
Analytics – Tracks performance metrics and engagement insights.
Campaign – Create and manage outreach campaigns.
CRM (Customer Relationship Management)
The CRM section enables seamless customer interactions and deal tracking.
Unibox – A centralized inbox for managing customer communications.
AI Chats – AI-powered chat functionalities for automated responses.
Deals – Track and manage sales opportunities.
Calendar – Schedule and manage meetings with leads and clients.
Accounts
Manage your accounts and automation settings.
Manage – View and manage your accounts and users.
DFY & Mailboxes – Done-for-you (DFY) services and mailbox integrations.
Support Center
Find helpful resources, FAQs, and access customer support.
Account Profile & Settings
Manage your profile settings and platform configurations.
Switch Workspace – Toggle between different workspaces.
Settings – Customize account preferences.
Logout – Securely sign out of the platform.