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            Get Started Selling to Prospects with Sales Engagement

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            Get Started Selling to Prospects with Sales Engagement

            Start using Sales Engagement by navigating to the app and adding prospects to cadences, which makes them appear in your Work Queue.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To set up Sales Engagement: Customize Application AND Modify All Data
            1. From the App Launcher, find and open Sales Engagement.
            2. Set up Einstein Activity Capture.
              If you’re new to Dialer, click the banner to select a Dialer number.
            3. Switch to the split view in console.
            4. Add leads, contacts, or person accounts to your Work Queue.

            Check out additional resources.

             
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