PSAI Help Articles

Welcome to Predictive Sales AI Help Center

New to Predictive Sales AI? We’ll help you get started with our training webinars. Learn More
  1. Help Home
  2. Explore the Features
  3. Com Portal
  4. Overviews & Guides
  5. Beginners' Guide to the Com Portal

In This Article

    Beginners' Guide to the Com Portal

    This beginner-friendly series of articles is designed to explain the PSAI Com Portal from start to finish. You can follow the general outline below for a loosely ordered overview, or feel free to jump to the topic that most interests you:

    • Overview: What Is the Com Portal?
    • Searching, Filtering, and Navigating the Com Portal
    • Communicating with Leads Through the Com Portal
    • Taking Advantage of Predictive Technology in the Com Portal
    • Assigning Leads in the Com Portal
    • "Closing" Leads in the Com Portal

    Remember that your PSAI suite of tools is completely mobile-friendly! Add a PSAI shortcut to the home screen of your phone or tablet for quick access to your Com Portal from anywhere.


    Next: Start with the Overview!

    Articles In This Section

    Com Portal Quick Guide: Where Do I Find...?
    Beginners' Guide to the Com Portal
    Overview: What Is the Com Portal?
    Overview: Engagement History Panel
    Benefits of Using the Com Portal
    Overview: Sending and Receiving Text (SMS) Messages Through the Com Portal
    Searching, Filtering, and Navigating the Com Portal
    Different Ways to Communicate with Leads in the Com Portal
    Assigning Leads in the Com Portal
    Closing Leads in the Com Portal
    Overview: How to Add PSAI Apps to Your Website

    Can't find what you're looking for?

    Request Help
    © 2013 - 2023 PSAI. Submit Request | Sign In

    Submit Request

    Request sent. One of our team members will respond shortly about what you sent.

    Submit Another Request
    There was a error processing your request. Please supply a valid response to the fields marked as an error below.

    Choose your issue

    Please provide first and last name.
    Please provide a valid phone number.
    Please provide a valid email.
    Subject is required.
    Please provide a URL.
    Be sure to include https:// or http://
    Please provide the reasons for your request.
    A member of our support staff will respond as soon as possible.

    Attachments

    Drag and drop file here or click