How to use the Jaldi Mobile App
The Jaldi Mobile App is very simple to use. Jaldi Agent's App flow: 1) Leads that are assigned to you come in the Campaign section. 2) To start, simply click on "Start Calling" 3) You'll be asked to call each…
Why your Facebook leads might not be coming to Jaldi
If you've connected your Facebook account to Jaldi and are wondering why you're not seeing any leads, you've come to the right place.
How to manage teams
We'll guide you through the process of creating managers, empowering your sales teams, and enhancing your overall sales process.
How to use deal value
Deal Value allows users to assign a specific value to each lead, helping to track the potential revenue associated with that lead.
Your Jaldi subscription
Your Jaldi subscription is based on how many Agents you have on Jaldi. You can view and edit your subscription details at any time!
How to use the Jaldi ‘All leads’ section
Introduction You can view & manage all your leads from the “All leads” section on Jaldi. In your “All leads” section, you can: 1. Filter Leads by Lead Status Campaign Agent Last Updated Created Date 2. Export Leads as a…
How To Be An Effective Sales Manager: Qualities Of A Sales Manager
What are the qualities of a sales manager? From defining processes to celebrating wins, master 10 skills that drive a sales team!
Sending leads to Jaldi via Webhooks – Connect to website lead forms
Introduction You can use Jaldi webhooks to automatically send leads to your campaigns and auto-assign leads to your sales agents. The webhook can be integrated into a website form or in another application where you are gathering lead details. You…
Zapier integration to recieve leads from others sources
Introduction Zapier is a powerful tool that allows users to integrate multiple lead sources with Jaldi such as Google Forms or Typeform. You don’t need any coding to connect Jaldi and other applications with Zapier. What can you do with…
Adding a manual Lead on Jaldi
Create a Jaldi Campaign by adding an individual lead on Jaldi