Account setup
Getting started with Opine is easy. Whether you’re signing up for the first time or diving into an account your manager has set up for your team, we’ve got you covered.
Last updated
Getting started with Opine is easy. Whether you’re signing up for the first time or diving into an account your manager has set up for your team, we’ve got you covered.
Last updated
If someone on your team has already created an Opine account for your company, there’s no need to worry about signing up. Instead, get someone on your team to send and invite to your email, and jump ahead to the section to learn how to navigate Opine and start using it to power your POCs.
After signing up, you’ll be invited to schedule your white-glove onboarding with our team.
Our onboarding sessions are designed to get you up and running quickly with Opine. We’ll personalize your onboarding experience with guidance on how to configure your account, set up integrations, and define your success criteria. As an early-stage startup, we offer this hands-on approach to ensure every customer has the best possible experience.
Here’s what we’ll cover during your onboarding session:
Workspace setup: We’ll help you configure your workspace and customize it to your sales process.
Integrations: From CRM tools like Salesforce and HubSpot to communication tools like Slack and Zoom, we’ll walk you through connecting the tools you use.
Success metrics: Together, we’ll define measurable success criteria for your POCs to ensure clear goals and outcomes.
Team configuration: We’ll guide you on inviting team members and setting up roles for optimal collaboration.
Answers to your questions: Have specific needs or use cases? This is the perfect time to get expert advice.
Use the Next button below to learn how to Connect your tools or select a specific section from the menu on the left to skip ahead.
