Opine
  • Welcome to Opine
  • Key concepts
  • Guides
    • Getting started
      • Account setup
      • Connect your tools
      • Product tour
        • Workbench
        • Deals
        • Plans
        • Plan Templates
        • Criteria Library
        • Requests
      • Conclusion
    • How to run your first evaluation
      • Create a plan
      • Customize the plan
      • Connect Slack channels
      • Share the Plan
      • Track Plan progress
      • Use Opine AI
      • AI Document Generation
    • How to set your team up for success with the Library
      • Defining Success Criteria
      • Building your Library
      • Creating Templates
      • Creating Plays
      • Criteria Metrics
      • Conclusion
  • Security
    • SAML
  • Integrations
    • Clari
    • Gong
    • Google Calendar
    • HubSpot
    • Jira
    • Linear
    • Salesforce
    • Slack
    • Microsoft Teams
    • Zoom
  • API
    • Overview
    • API Reference
      • Deals
      • Evaluations
      • Invitations
      • Organization
      • Users
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Getting started

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Last updated 5 days ago

Welcome to the Opine Getting Started Guide! Whether you're a technical sales team member, pre-sales engineer, account executive, or manager, this guide will introduce you to Opine, walk you through setup, and give you a brief tour of the interface.

This guide is divided into the following parts:

  • - Sign up for a free trial and get started with Opine.

  • - Integrate tools like Salesforce, Slack, and Zoom, and customize workflows for your team.

  • - Understanding Opine’s key areas, including the Workbench, Deals, and Plans, to track progress and collaborate effectively.

We’ve organized this guide to make it easy to find the information you need. Use the navigation menu on the left to jump directly to a section, or follow the Next button at the bottom of each page to progress step by step.

Ready to get started? Let’s transform your POCs into a repeatable, winning process. Click Next to begin with Account setup!

Account setup
Connect your tools
Product tour