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Prospecting
Engage prospects in a more human way by providing your sales teams with structure and guidance.
Active Pipeline
Make your sales process come to life so each opportunity will make your pipeline predictable.
Account Growth
Visualize your best clients, create account plans, expand relationships, and build growth.
Elevate
- Support the growth of the most essential asset for your company. Your People.
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Exciting journeys from challenges to transformation.
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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
      • Adding Won & Archived Reasons
  • Account Growth
    • Account Growth Project - An Overview
    • Working With Account Growth Projects
      • Introduction to Account Growth Projects
      • 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 Capabilities
    • General Process Capabilities
      • Events
      • Rules
      • Creation Fields
      • Preview Fields
      • Outcome Settings
      • Copying Project Data
    • Process Tools
      • Adding Tools to Process Steps
      • Adding Importance to Steps
      • Sales Enablement Content
      • Playbooks
      • Qualifiers
      • Qualifiers - Adding Names and Descriptions
      • Assigned Step
      • Milestones in Prospecting
      • Scorecards
      • Relationship Fields
    • Stakeholder Management
      • Stakeholders
      • Creating Stakeholder Roles
      • Stakeholders Influence & Attitude
      • The Decision Team Map
      • The Engagement Matrix
  • Sales Analysis
    • Performance and Analytics
      • Win/Loss Analysis
      • Performance View
      • Prospecting Analytics
      • Active Pipeline Analytics
      • Account Growth 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
      • 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
      • Merge duplicate Companies or Contacts
      • Adding mandatory fields to Contacts
      • Importing Contacts
    • 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
      • Data Import - Gathering Requirements Form - explainer
      • Automated Data imports
      • Custom Metrics Automated Imports
      • Exporting Data
    • 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
    • ERP
      • Microsoft Business Central Integration - Setup
      • Fortnox Integration - Setup
    • IT Service Management
      • ConnectWise Integration
      • Zendesk Integration
    • Marketing
      • Constant Contact Integration - Setup
      • Mailchimp Integration - Setup
      • Active Campaign Integration - Setup
      • HubSpot Integration - Setup
      • Hubspot integration FAQ
      • Membrain Beacon - How it works
      • Membrain Beacon - Documentation
      • Membrain Forms
      • Visualizing Form Submissions
    • E-Signing
      • Setting up the Oneflow Integration
      • Working with the Oneflow Integration
      • Setting up the DocuSign Integration
    • Collaboration & Meetings
      • Slack Integration - Send notifications from Membrain
      • Create Zoom Online Meetings
      • Teams Integration - Send notifications from Membrain
      • Create Microsoft Teams online meetings
    • Email & Calendar
      • Allow Membrain access to Office365
      • Allow Membrain access to Google Workspace
    • 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
      • OMG Integration
      • OMG 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
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      • 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 Fields
      • 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
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