Stotles Help Centre

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Stotles Help Centre

FAQs

FAQs

Frequently asked questions and topics that Stotles users may ask

How to set up your Stotles account for success

Setting up your email client

How to set up your email alerts

Optimise your signal settings

Understanding your Stotles notice page

How to Build Pipeline with Opportunities

How to Create an Opportunity

How to Enrich an Opportunity

How to Progress an Opportunity through the Funnel

Migration guide: Qualified notices to Opportunities

How to Pre-Engage with Early Buying Signals

Identify and qualify open tender opportunities

Filtering and saving views in your notice feed

Identify and qualify upcoming contract expiries

Stotles qualification tool

How to use Documents to find buying signals

How do the new filters and keyword search work in Stotles?

How to build proactive, early pipeline with expiring contracts in Stotles

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How to research and track key public sector buyers

Track your target buyers through key account lists

Navigating buyer profiles

How to utilise decision maker contact information

Finding decision maker contact information

Pre-engage with buyers ahead of expiring contracts

How to track your partners and competitors

Monitor competitor and partner activity using dashboards

Identify potential competitors winning business in your space

Expert Services

How to request custom reports and FOI’s

Licencing and Team Management

Manage your team's access and add new members

CRM integrations

Set up your Salesforce integration

Set up your HubSpot integration

Customise your integration

Integration data transfer and security

Pushing a notice to your CRM

Pushing a contact to your CRM

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Teams and Slack integrations

Teams integration set up

Slack integration set up