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Visualize your best clients, create account plans, expand relationships, and build growth.
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Prospecting
Working with Prospects
Prospecting - An Overview
The Prospect List View
Disqualifying Prospects
Batch Emailing Multiple Prospects
Importing Prospects
Build and Customize your Prospecting Process
Creating a Prospecting Process
Prospecting Process Settings
Adding Disqualify Reasons
Active Pipeline
Working with Sales Projects
Sales Projects - An Overview
Active Pipeline - An Overview
Sales Project List
Sales Project Status - Reactivate vs Start Over
Auto Archiving Sales Projects
Importing Sales Projects
Using Products in Sales Projects
Getting Started with Products for Sales Projects
Managing Products for Sales Projects
Adding Products to a Sales Project
Importing Products to a Sales Project
Build & Customize your Sales Process
Creating a Sales Process
Build a Simple Process
Sales Process - Gathering more information
Sales Project Process Settings
Setting Closing Date on Sales Project
Setting Value on Sales Project
Configuring Probability in a Process
Managing Won & Archived Reasons
Account Growth
Working With Account Growth Projects
Introduction to Account Growth Projects
Account Growth Project - An Overview
Understanding an Account's Untapped Potential
Growth Grid - An Overview
Connecting External Content (iframe)
Importing Account Growth Projects
Build & Customize Your Account Growth Process
Account Growth Process Settings
Setting up the Growth Grid
Setting up Value and Potential
Creating an Account Growth Process
Connecting other Prospects/Sales Projects to Account Growth Projects
Building Graphs in Account Growth
Sections in Account Growth - Setting up and Working with
Setting up and Working with the Timeline
Add Goals to Account Growth
Tickets
Working With Tickets
Tickets - An Overview
Tickets - Ticket Email Setup
Tickets - Building a Ticket Process
Tickets - Ticket Permissions and Access Levels
Membrain Elevate
Working With Elevate
Navigating Elevate
Leveraging Coaching Insights
Coaching Cadences
Taking Skill Assessments
Ask the Coach
Journal Entries
Making Elevate Your Own
Coaching Plans
Coaching Activities & Tasks
Performance Score
Elevate Setup
Managing Elevate Permissions
Skills & Categories
Customizing User Roles
Custom Assessments Setup
Levels & Score Weighting
Custom Metrics
Process Configuration
Process Tools
Adding Tools to Process Steps
Adding Importance to Steps
Rules
Events
Configuring Project Outcomes
Copying Project Data
Sales Enablement Content
Assigned Step
Qualifiers
Playbooks
Scorecards
Qualifiers - Adding Names and Descriptions
Milestones in Prospecting
Relationship Fields
Stakeholder Management
Stakeholders
Creating Stakeholder Roles
Stakeholders Influence & Attitude
The Decision Team Map
Engagement Matrix
Sales Analysis
Performance and Analytics
Win/Loss Analysis
Performance View
Account Growth Analytics
Active Pipeline Analytics
Prospecting Analytics
Dashboards
The Dashboard Fundamentals
Building Graphs in The Dashboard
Live Dashboards
Dashboard Management
Reporting
Story Stream
Weekly Report
Goals
Goal Setting
Apply Goals to Multiple Users
Content Hub
Working With The Content Hub
Content Hub - An Introduction
Getting started with The Content Hub
How to use the Content Hub
How to use Content Rooms
CRM
Companies
Creation Fields
Preview Fields
Managing Companies
Managing addresses for Companies and Contacts
Company Organization Chart
Adding mandatory fields to a Company
Labels
Importing Companies
Date Calculation Fields
Personalizations in Membrain
Contacts
Managing Contacts
Adding mandatory fields to Contacts
Merge duplicate Companies or Contacts
Importing Contacts
Creation Fields
Preview Fields
Email
Email in Membrain
Email Setup
Email - Troubleshooting & Technical Details
Shared Email Send Accounts
Membrain's Sales Inbox
Creating emails with Membrain's email composer
Autosave & Autorelate email and appointments
Saving emails to Membrain using BCC
Email Tracking
Working with Batch Emails
Email Templates
Email Style Templates
Snippets
Creating an email signature
My network email password changed - what should I do?
Data Management
Managing Documents
Data Import - Fundamentals
Data Import - Best Practices
Import Advanced Settings
Importing a Product List
Importing Activities (Tasks & Appointments)
Importing Users
Automated Data imports
Data Import - Gathering Requirements Form - explainer
Exporting Data
Custom Metrics Automated Imports
Calendar
Sales Calendar
Membrain Meet
Membrain Meet - Setup
Creating an Appointment
Calendar Sync Setup
Activities
Activity Lists
Working with Tasks
Making a Phone call or adding Phone call notes
Creating a Note
Using Custom Fields with Activities
Managing User Accounts
User Management
Full and Lite User Accounts
User Permissions
Single Sign-On / SAML Settings
Two-Factor Authentication
Advanced User Rights
User Management Analytics
GDPR and Membrain
GDPR - How it affects Membrain
Delete Forever (GDPR)
Export (GDPR)
Integrations
Collaboration & Meetings
Slack Integration - Send notifications from Membrain
Create Zoom Online Meetings
Teams Integration - Send notifications from Membrain
Create Microsoft Teams online meetings
ESigning
Setting up the Oneflow Integration
Working with the Oneflow Integration
Setting up the DocuSign Integration
Data & Automation
Automations - An Introduction
OneDrive & Google Drive - Automated Reports
Search Accelerators
Membrain API
Zapier Integration
SalesForce
Setting up the Salesforce Sync
Accessing Membrain from a Tab in Salesforce
Salesforce Sync - using Key's and ID's to verify data
Browser settings required for using Membrain in SalesForce
Other Integrations
Zendesk Integration
OMG Integration
OMG Integration - Setup
Email & Calendar
Allow Membrain access to Office365
Allow Membrain access to Google Workspace
Marketing
Membrain Forms
Visualizing Form Submissions
Membrain Beacon - How it works
Membrain Beacon - Documentation
HubSpot Integration - Setup
Hubspot integration FAQ
Active Campaign Integration - Setup
Constant Contact Integration - Setup
Mailchimp Integration - Setup
Getting Started with Membrain
Introduction
Navigation
Global Search
Finding help when you need it
Membrain Terminology
Membrain Go
Creating Your Own Sales Goals
Getting Started with Membrain
Getting Started with Membrain
My Settings
System Setup
Browser Notifications
Resetting your Membrain password
Software Requirements
Key Concepts
My Settings
Working with Lists
Working with Views
Adding and Editing Information
Collaborate with Mentions and Comments
Activity Stream
Creating Activities
Working with Filters
Membrain Guide
Setup
Currency Field Setup
Creating Custom Fields
Managing Custom Fields
Setting up multiple currencies
Using Multiple Currencies
Managing Activity Types
Template and Snippet Management
Calculations Fields
System-Generated Key
Using your Company's branding in your Membrain account
Billing Information
Billing FAQ
Membrain Billing Explained
Your Company Account Details
Add/Edit Credit Card Details